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SUTL Cazenove Charity Equity Value S Inc (0P0001DJ07.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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72.52-0.13 (-0.18%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.92%
5-Year Average Return10.07%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Oct 4, 2024)30.11%
Worst 1 Yr Total Return (Oct 4, 2024)N/A
Best 3-Yr Total Return30.11%
Worst 3-Yr Total Return-1.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001DJ07.LCategory
YTD10.65%0.00%
1-Month-0.37%0.00%
3-Month1.83%0.00%
1-Year20.25%0.00%
3-Year11.26%0.00%
5-Year10.46%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001DJ07.LCategory
2024
N/AN/A
2023
15.31%N/A
2022
0.42%N/A
2021
30.11%N/A
2020
-11.59%N/A
2019
10.05%N/A
2018
-2.04%N/A
2017
9.43%N/A
2016
27.82%N/A
2015
-4.18%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.76%5.10%N/AN/A
20237.44%-3.94%6.19%5.22%
20224.62%-7.45%-9.01%13.98%
202113.56%3.21%3.72%7.03%
2020-30.88%8.75%-5.71%24.74%
20196.14%-0.84%-1.68%6.35%
2018-1.67%9.05%-0.22%-8.45%
20172.04%-0.50%4.23%3.41%
20164.26%2.05%10.47%8.76%
20154.34%-1.88%-8.05%1.79%

Rank In Category (By Total Return)

YTD65
1-Month90
3-Month84
1-Year6
3-Year3
5-Year3

Load Adjusted Returns

1-Year20.25%
3-Year11.26%
5-Year10.46%
10-YearN/A