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Heptagon WCM Global Equity AGD GBP Inc (0P0001K2RK.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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14,281.70+223.90 (+1.59%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.52%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (May 7, 2024)18.79%
Worst 1 Yr Total Return (May 7, 2024)N/A
Best 3-Yr Total Return18.79%
Worst 3-Yr Total Return1.91%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001K2RK.LCategory
YTD14.84%0.00%
1-Month3.33%0.00%
3-Month14.84%0.00%
1-Year27.87%0.00%
3-Year7.69%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
0P0001K2RK.LCategory
2024
N/AN/A
2023
18.79%N/A
2022
-22.70%N/A
2021
15.26%N/A
2020
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.84%N/AN/AN/A
20236.69%3.40%-1.07%8.84%
2022-14.16%-11.72%4.81%-2.66%
2021-2.68%9.28%2.74%5.49%
20204.92%9.94%N/AN/A

Rank In Category (By Total Return)

YTD8
1-Month19
3-Month8
1-Year14
3-Year38
5-YearN/A

Load Adjusted Returns

1-Year20.31%
3-Year5.53%
5-YearN/A
10-YearN/A