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WS Montanaro UK Income A GBP Acc (0P0001IVRQ.L)

Toronto - Toronto Delayed Price. Currency in GBp (0.01 GBP)
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94.79-0.46 (-0.48%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.09%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2024)23.29%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return23.29%
Worst 3-Yr Total Return0.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001IVRQ.LCategory
YTD1.36%0.00%
1-Month3.15%0.00%
3-Month1.36%0.00%
1-Year6.85%0.00%
3-Year-0.43%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
0P0001IVRQ.LCategory
2024
N/AN/A
2023
7.66%N/A
2022
-24.32%N/A
2021
23.29%N/A
2020
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.36%N/AN/AN/A
20232.13%-2.14%-0.62%8.39%
2022-12.40%-15.20%-11.94%15.70%
20213.14%9.78%5.50%3.21%
202010.76%0.83%13.56%N/A

Rank In Category (By Total Return)

YTD76
1-Month82
3-Month76
1-Year64
3-Year95
5-YearN/A

Load Adjusted Returns

1-Year6.85%
3-Year-0.43%
5-YearN/A
10-YearN/A