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Halifax Fund of Invmt Trusts Q Acc (0P0001A1EX.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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157.10-0.10 (-0.06%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.51%
5-Year Average Return5.89%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 21, 2024)24.12%
Worst 1 Yr Total Return (Jun 21, 2024)N/A
Best 3-Yr Total Return24.12%
Worst 3-Yr Total Return1.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001A1EX.LCategory
YTD5.04%0.00%
1-Month0.19%0.00%
3-Month3.85%0.00%
1-Year13.50%0.00%
3-Year1.74%0.00%
5-Year6.55%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001A1EX.LCategory
2024
N/AN/A
2023
10.13%N/A
2022
-14.65%N/A
2021
13.30%N/A
2020
9.56%N/A
2019
24.12%N/A
2018
-9.35%N/A
2017
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.10%N/AN/AN/A
20230.89%0.81%1.16%7.05%
2022-7.77%-11.50%-0.15%4.73%
20212.07%5.75%1.52%3.39%
2020-24.36%19.87%2.94%17.38%
20198.95%4.37%2.14%6.87%
2018-4.67%8.70%1.02%-13.40%
20174.16%2.28%5.49%N/A

Rank In Category (By Total Return)

YTD58
1-Month87
3-Month34
1-Year54
3-Year64
5-Year66

Load Adjusted Returns

1-Year13.50%
3-Year1.74%
5-Year6.55%
10-YearN/A