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WAY MA Cautious Portfolio E Inc (0P0000XYKU.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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165.98-0.35 (-0.21%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.07%
5-Year Average Return3.77%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (Jul 3, 2024)17.26%
Worst 1 Yr Total Return (Jul 3, 2024)N/A
Best 3-Yr Total Return17.26%
Worst 3-Yr Total Return1.11%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000XYKU.LCategory
YTD4.05%0.00%
1-Month1.05%0.00%
3-Month2.46%0.00%
1-Year7.79%0.00%
3-Year1.00%0.00%
5-Year4.20%0.00%
10-Year4.11%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000XYKU.LCategory
2024
N/AN/A
2023
5.97%N/A
2022
-10.08%N/A
2021
8.47%N/A
2020
8.49%N/A
2019
10.84%N/A
2018
-6.91%N/A
2017
6.58%N/A
2016
10.71%N/A
2015
3.24%N/A
2014
2.94%N/A
2013
9.97%N/A
2012
6.55%N/A
2011
-5.48%N/A
2010
9.39%N/A
2009
17.26%N/A
2008
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.98%N/AN/AN/A
20231.97%-0.31%-0.65%4.93%
2022-4.77%-5.27%-1.13%0.82%
20211.64%4.29%1.20%1.11%
2020-13.04%13.02%3.08%7.08%
20193.52%3.65%1.40%1.87%
2018-3.38%1.84%0.75%-6.10%
20172.73%0.85%0.23%2.65%
2016-0.81%1.43%7.23%2.62%
20155.19%-1.61%-4.49%4.44%
2014-0.39%0.46%1.12%1.73%
20136.63%-0.87%2.06%1.94%
20123.91%-2.28%3.10%1.78%
20110.05%0.00%-6.76%1.32%
20104.18%-4.57%4.51%5.29%
2009-3.10%5.67%11.39%2.81%
2008-5.24%N/AN/AN/A

Rank In Category (By Total Return)

YTD16
1-Month36
3-Month34
1-Year68
3-Year50
5-Year24

Load Adjusted Returns

1-Year5.64%
3-Year0.32%
5-Year3.78%
10-Year3.90%