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LSE - Delayed Quote GBP

CT North American Equity 3 Acc (0P00000XBR.L)

15.09
+0.17
+(1.14%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -7.14%
5y Average Return 15.79%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (May 2, 2025) 34.85%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 34.85%
Worst 3Y Total Return 7.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000XBR.L
Category
YTD
-6.58%
0.00%
1-Month
-6.12%
0.00%
3-Month
-6.58%
0.00%
1-Year
6.90%
0.00%
3-Year
10.31%
0.00%
5-Year
17.92%
0.00%
10-Year
13.06%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000XBR.L
Category
2024
28.05%
--
2023
20.17%
--
2022
-6.47%
--
2021
34.17%
--
2020
5.41%
--
2019
24.81%
--
2018
-1.31%
--
2017
13.40%
--

2016
34.85%
--
2015
0.61%
--
2014
28.20%
--
2013
33.94%
--
2012
6.88%
--
2011
-0.22%
--
2010
17.06%
--
2009
18.36%
--
2008
-14.88%
--
2007
3.59%
--
2006
1.07%
--
2005
20.13%
--
2004
-2.49%
--
2003
10.42%
--
2002
-31.90%
--
2001
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.90% 3.31% 0.95% 9.72%
2023 1.42% 5.79% 3.00% 8.74%
2022 0.18% -7.07% 3.71% -3.12%
2021 8.51% 7.82% 4.32% 9.93%
2020 -16.60% 18.19% 2.20% 4.64%
2019 9.32% 5.96% 5.10% 2.52%
2018 -7.17% 11.10% 7.84% -11.27%
2017 4.44% -1.11% 2.13% 7.50%
2016 4.91% 5.71% 9.04% 11.51%
2015 5.57% -7.89% -5.32% 9.28%

2014 1.82% 4.29% 8.47% 11.30%
2013 19.85% 3.00% 0.79% 7.65%
2012 7.37% -1.62% 4.44% -3.11%
2011 3.15% -0.16% -11.34% 9.28%
2010 12.72% -11.44% 4.46% 12.26%
2009 -9.96% 4.05% 19.96% 5.32%
2008 -12.87% -0.32% -1.99% 0.00%
2007 -0.26% 4.13% -0.05% -0.20%
2006 2.70% -8.04% 4.43% 2.47%
2005 0.51% 8.20% 5.38% 4.83%
2004 -2.10% 1.57% -1.56% -0.38%
2003 1.96% -- -- --
2002 0.50% -19.06% -16.57% 0.34%
2001 -21.74% 14.73% -- --

Rank in Category (By Total Return)

YTD 17
1-Month 9
3-Month 17
1-Year 4
3-Year 6
5-Year 6

Load Adjusted Returns

1-Year 6.90%
3-Year 10.31%
5-Year 17.92%
10-Year 13.06%

Performance & Risk

YTD Return -7.14%
5y Average Return 15.79%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Columbia Threadneedle Fund Management Limited
Net Assets 223.82M
YTD Return -6.58%
Yield 0.52%
Morningstar Rating
Inception Date Oct 10, 2003

Fund Summary

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