LSE - Delayed Quote GBP

CT FTSE All-Share Tracker 4 Inc (0P000021DW.L)

4.7640
+0.0040
+(0.08%)
At close: January 20 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 3.50%
5y Average Return 5.25%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Jan 20, 2025) 21.00%
Worst 1Y Total Return (Jan 20, 2025) --
Best 3Y Total Return 21.00%
Worst 3Y Total Return -0.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000021DW.L
Category
YTD
9.29%
0.00%
1-Month
-1.12%
0.00%
3-Month
-0.69%
0.00%
1-Year
9.29%
0.00%
3-Year
5.87%
0.00%
5-Year
4.79%
0.00%
10-Year
6.20%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000021DW.L
Category
2024
9.29%
--
2023
7.69%
--
2022
0.84%
--
2021
17.64%
--
2020
-9.48%
--
2019
19.21%
--
2018
-9.15%
--
2017
13.03%
--

2016
16.01%
--
2015
1.63%
--
2014
1.24%
--
2013
21.00%
--
2012
13.28%
--
2011
-4.19%
--
2010
15.53%
--
2009
30.12%
--
2008
-29.03%
--
2007
5.78%
--
2006
16.68%
--
2005
22.13%
--
2004
12.75%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.44% 4.50% 1.81% -0.69%
2023 2.88% -0.60% 2.65% 2.59%
2022 1.23% -5.47% -3.34% 9.04%
2021 5.32% 5.11% 2.66% 3.52%
2020 -25.88% 11.86% -3.23% 12.82%
2019 9.11% 3.52% 1.31% 4.18%
2018 -6.28% 9.40% -1.23% -10.29%
2017 4.56% 2.10% 1.43% 4.39%
2016 -0.42% 2.59% 9.24% 3.96%
2015 5.44% -1.24% -6.63% 4.54%

2014 -0.45% 2.03% -0.64% 0.32%
2013 10.59% -1.66% 5.18% 5.79%
2012 6.71% -2.70% 5.21% 3.69%
2011 0.97% 0.51% -12.93% 8.43%
2010 6.47% -11.14% 13.11% 7.95%
2009 -10.55% 13.83% 21.80% 4.92%
2008 -9.82% -1.81% -12.52% -8.38%
2007 2.66% 3.87% -1.09% 0.29%
2006 8.47% -1.87% 3.48% 5.93%
2005 3.69% 4.83% 7.94% 4.09%
2004 1.04% 2.35% 2.90% 5.95%

Rank in Category (By Total Return)

YTD 39
1-Month 32
3-Month 50
1-Year 39
3-Year 38
5-Year 33

Load Adjusted Returns

1-Year 9.29%
3-Year 5.87%
5-Year 4.79%
10-Year 6.20%

Performance & Risk

YTD Return 3.50%
5y Average Return 5.25%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Columbia Threadneedle Fund Management Limited
Net Assets 345.05M
YTD Return 9.29%
Yield 3.55%
Morningstar Rating
Inception Date Sep 15, 1988

Fund Summary

null

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