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ACUMEN Portfolio 5 X Acc (0P0000X19I.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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151.52-0.16 (-0.11%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.99%
5-Year Average Return1.96%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jul 5, 2024)16.24%
Worst 1 Yr Total Return (Jul 5, 2024)N/A
Best 3-Yr Total Return16.24%
Worst 3-Yr Total Return-1.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000X19I.LCategory
YTD3.60%0.00%
1-Month1.28%0.00%
3-Month2.09%0.00%
1-Year4.56%0.00%
3-Year-1.83%0.00%
5-Year3.20%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000X19I.LCategory
2024
N/AN/A
2023
-0.18%N/A
2022
-9.86%N/A
2021
6.14%N/A
2020
7.88%N/A
2019
16.24%N/A
2018
-8.10%N/A
2017
10.92%N/A
2016
12.59%N/A
2015
1.45%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.84%N/AN/AN/A
20230.33%-2.51%0.83%1.22%
2022-2.13%-6.11%-3.10%1.25%
20211.41%2.91%-0.61%2.33%
2020-15.26%10.54%6.31%8.34%
20198.04%2.62%1.78%3.01%
2018-3.38%1.92%1.91%-8.42%
20173.37%1.23%1.69%4.24%
20160.15%2.56%6.98%2.46%
20155.26%-3.23%-4.77%4.58%

Rank In Category (By Total Return)

YTD27
1-Month26
3-Month54
1-Year96
3-Year94
5-Year50

Load Adjusted Returns

1-Year4.56%
3-Year-1.83%
5-Year3.20%
10-YearN/A