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ACUMEN Portfolio 8 X Acc (0P0001AKGR.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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129.31+2.79 (+2.21%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.27%
5-Year Average Return3.72%
Number of Years Up3
Number of Years Down3
Best 1 Yr Total Return (May 7, 2024)18.96%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return18.96%
Worst 3-Yr Total Return-1.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001AKGR.LCategory
YTD5.22%0.00%
1-Month2.95%0.00%
3-Month5.22%0.00%
1-Year1.64%0.00%
3-Year-0.98%0.00%
5-Year3.27%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001AKGR.LCategory
2024
N/AN/A
2023
-3.98%N/A
2022
-9.44%N/A
2021
8.93%N/A
2020
8.74%N/A
2019
18.96%N/A
2018
-8.36%N/A
2017
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.22%N/AN/AN/A
2023-0.60%-4.02%1.50%-0.84%
2022-1.50%-4.82%-4.40%1.04%
20212.65%4.98%-1.80%2.94%
2020-22.43%15.63%8.66%11.56%
20199.73%2.00%1.50%4.70%
2018-2.83%3.03%2.72%-10.89%
20172.84%4.73%N/AN/A

Rank In Category (By Total Return)

YTD62
1-Month66
3-Month62
1-Year98
3-Year99
5-Year97

Load Adjusted Returns

1-Year1.64%
3-Year-0.98%
5-Year3.27%
10-YearN/A