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AI Sustainable Stwdsp UKEqIncInsrdPenAcc (0P0001IHV4.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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122.80+1.20 (+0.99%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.38%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down2
Best 1 Yr Total Return (Jun 28, 2024)16.93%
Worst 1 Yr Total Return (Jun 28, 2024)N/A
Best 3-Yr Total Return16.93%
Worst 3-Yr Total Return-1.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001IHV4.LCategory
YTD7.77%0.00%
1-Month2.18%0.00%
3-Month7.48%0.00%
1-Year11.81%0.00%
3-Year4.08%0.00%
5-Year0.00%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001IHV4.LCategory
2024
N/AN/A
2023
10.32%N/A
2022
-9.75%N/A
2021
16.93%N/A
2020
-8.88%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.50%N/AN/AN/A
20233.99%1.22%-1.20%6.09%
2022-2.11%-6.55%-9.97%9.58%
20213.78%6.24%1.96%4.02%
2020-25.33%11.90%-2.33%11.66%

Rank In Category (By Total Return)

YTDN/A
1-MonthN/A
3-MonthN/A
1-YearN/A
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year11.81%
3-Year4.08%
5-YearN/A
10-YearN/A