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Halifax Fund of Invmt Trusts P Acc (0P0001A1EW.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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156.80-0.50 (-0.32%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.18%
5-Year Average Return6.45%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 14, 2024)23.87%
Worst 1 Yr Total Return (May 14, 2024)N/A
Best 3-Yr Total Return23.87%
Worst 3-Yr Total Return1.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001A1EW.LCategory
YTD4.72%0.00%
1-Month0.66%0.00%
3-Month5.29%0.00%
1-Year12.98%0.00%
3-Year1.20%0.00%
5-Year5.63%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001A1EW.LCategory
2024
N/AN/A
2023
9.83%N/A
2022
-14.83%N/A
2021
13.01%N/A
2020
9.32%N/A
2019
23.87%N/A
2018
-9.64%N/A
2017
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.03%N/AN/AN/A
20230.75%0.75%1.18%6.94%
2022-7.80%-11.58%-0.24%4.72%
20212.02%5.67%1.47%3.30%
2020-24.38%19.82%2.88%17.29%
20198.90%4.40%2.07%6.75%
2018-4.77%8.64%1.03%-13.54%
20173.96%2.29%5.41%N/A

Rank In Category (By Total Return)

YTD38
1-Month10
3-Month33
1-Year38
3-Year61
5-Year67

Load Adjusted Returns

1-Year12.98%
3-Year1.20%
5-Year5.63%
10-YearN/A