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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
Summary
Chart
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
2.09%
5-Year Average Return
0.00%
Number of Years Up
2
Number of Years Down
1
Best 1 Yr Total Return (Apr 29, 2024)
23.29%
Worst 1 Yr Total Return (Apr 29, 2024)
N/A
Best 3-Yr Total Return
23.29%
Worst 3-Yr Total Return
0.15%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
0P0001IVRQ.L
Category
YTD
1.36%
0.00%
1-Month
3.15%
0.00%
3-Month
1.36%
0.00%
1-Year
6.85%
0.00%
3-Year
-0.43%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%
Annual Total Return (%) History
Year
0P0001IVRQ.L
Category
2024
N/A
N/A
2023
7.66%
N/A
2022
-24.32%
N/A
2021
23.29%
N/A
2020
N/A
N/A
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
1.36%
N/A
N/A
N/A
2023
2.13%
-2.14%
-0.62%
8.39%
2022
-12.40%
-15.20%
-11.94%
15.70%
2021
3.14%
9.78%
5.50%
3.21%
2020
10.76%
0.83%
13.56%
N/A
Rank In Category (By Total Return)
YTD
76
1-Month
82
3-Month
76
1-Year
64
3-Year
95
5-Year
N/A
Load Adjusted Returns
1-Year
6.85%
3-Year
-0.43%
5-Year
N/A
10-Year
N/A
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