LSE - Delayed Quote GBp

7IM Moderately Adventurous A Acc (0P00000FSN.L)

289.92
+0.71
+(0.25%)
At close: March 21 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 2.22%
5y Average Return 4.00%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (Mar 21, 2024) 19.15%
Worst 1Y Total Return (Mar 21, 2024) --
Best 3Y Total Return 19.15%
Worst 3Y Total Return 1.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000FSN.L
Category
YTD
2.22%
0.00%
1-Month
1.57%
0.00%
3-Month
2.22%
0.00%
1-Year
5.85%
0.00%
3-Year
1.67%
0.00%
5-Year
4.14%
0.00%
10-Year
4.44%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000FSN.L
Category
2024
--
--
2023
3.65%
--
2022
-6.12%
--
2021
7.88%
--
2020
8.36%
--
2019
12.54%
--
2018
-9.87%
--
2017
8.97%
--

2016
11.84%
--
2015
1.22%
--
2014
6.13%
--
2013
16.99%
--
2012
9.96%
--
2011
-8.97%
--
2010
12.02%
--
2009
19.15%
--
2008
-17.10%
--
2007
3.68%
--
2006
7.15%
--
2005
21.26%
--
2004
7.38%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.22% -- -- --
2023 0.10% -0.62% -0.39% 4.60%
2022 -3.19% -6.18% -1.19% 4.62%
2021 2.11% 4.19% 0.45% 0.96%
2020 -16.12% 15.22% 2.69% 9.19%
2019 6.84% 2.39% 1.75% 1.10%
2018 -3.04% 2.49% 0.67% -9.90%
2017 3.77% 0.73% 1.09% 3.12%
2016 -1.95% 1.73% 8.66% 3.18%
2015 7.99% -1.31% -10.27% 5.84%

2014 -0.02% 2.16% 1.34% 2.52%
2013 8.47% -0.43% 4.26% 3.90%
2012 6.76% -4.81% 4.53% 3.50%
2011 -0.12% -0.19% -11.70% 3.41%
2010 6.38% -7.82% 7.10% 6.67%
2009 -5.37% 6.37% 15.21% 2.74%
2008 -6.00% -0.79% -5.78% -5.66%
2007 2.54% 2.92% -1.16% -0.60%
2006 6.37% -6.13% 2.60% 4.59%
2005 1.84% 4.40% 8.52% 5.10%
2004 0.51% 0.23% 0.70% 5.86%

Rank in Category (By Total Return)

YTD 91
1-Month 95
3-Month 91
1-Year 92
3-Year 83
5-Year 74

Load Adjusted Returns

1-Year 1.62%
3-Year 0.30%
5-Year 3.29%
10-Year 4.02%

Performance & Risk

YTD Return 2.22%
5y Average Return 4.00%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category --
Fund Family 7IM
Net Assets 360.44M
YTD Return 2.22%
Yield 0.53%
Morningstar Rating
Inception Date Dec 12, 2003

Fund Summary

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