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McInroy & Wood Balanced Inc (0P0000XSV2.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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6,232.50+11.30 (+0.18%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.76%
5-Year Average Return5.00%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jun 26, 2024)21.35%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return21.35%
Worst 3-Yr Total Return3.84%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000XSV2.LCategory
YTD1.65%0.00%
1-Month-0.19%0.00%
3-Month-0.26%0.00%
1-Year4.23%0.00%
3-Year4.05%0.00%
5-Year5.35%0.00%
10-Year6.70%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000XSV2.LCategory
2024
N/AN/A
2023
5.21%N/A
2022
-4.20%N/A
2021
11.10%N/A
2020
12.08%N/A
2019
11.51%N/A
2018
-2.00%N/A
2017
6.51%N/A
2016
18.65%N/A
2015
3.10%N/A
2014
7.55%N/A
2013
11.58%N/A
2012
11.59%N/A
2011
-2.20%N/A
2010
21.35%N/A
2009
19.02%N/A
2008
-6.99%N/A
2007
9.62%N/A
2006
8.82%N/A
2005
25.93%N/A
2004
11.90%N/A
2003
17.30%N/A
2002
-9.92%N/A
2001
-9.72%N/A
2000
12.60%N/A
1999
20.63%N/A
1998
10.29%N/A
1997
2.23%N/A
1996
4.15%N/A
1995
17.66%N/A
1994
-5.68%N/A
1993
22.80%N/A
1992
15.94%N/A
1991
12.85%N/A
1990
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.80%N/AN/AN/A
20233.34%-1.86%-1.22%5.02%
2022-1.94%-5.31%2.76%0.40%
2021-1.85%6.53%3.55%2.61%
2020-8.55%14.44%2.95%4.03%
20195.77%6.67%0.12%-1.29%
2018-4.26%7.78%1.37%-6.32%
20172.41%0.17%0.36%3.46%
20164.83%7.17%5.54%0.07%
20155.51%-4.49%-3.41%5.91%
2014-0.68%1.61%2.22%4.25%
20139.42%-1.49%1.98%1.51%
20126.40%-3.63%4.40%4.24%
2011-0.48%3.50%-8.86%4.18%
20108.13%-3.00%6.90%8.22%
2009-0.67%1.99%12.79%4.15%
2008-1.71%-0.74%-1.31%-3.40%
20073.32%3.14%2.39%0.47%
20067.40%-3.96%1.63%3.81%
20053.04%4.52%8.66%7.61%
20041.35%2.74%1.59%5.78%
2003-0.68%9.44%3.94%3.83%
20025.93%-5.24%-10.60%0.39%
2001-4.68%-1.28%-11.52%8.43%
20004.83%6.68%1.40%-0.70%
19993.94%9.95%-2.59%8.36%
199810.61%2.17%-12.85%11.98%
19974.04%5.79%1.14%-8.16%
19964.60%1.63%-0.10%-1.93%
19951.44%7.21%4.84%3.20%
1994-5.19%-3.72%3.16%0.17%
19934.31%0.64%4.75%11.67%
19926.39%0.29%3.14%5.36%
19919.43%2.90%2.53%-2.25%
19902.00%-8.28%6.19%N/A

Rank In Category (By Total Return)

YTD96
1-Month97
3-Month99
1-Year98
3-Year24
5-Year41

Load Adjusted Returns

1-Year4.23%
3-Year4.05%
5-Year5.35%
10-Year6.70%