LSE - Delayed Quote GBP

WS Ruffer Equity & General I Acc (0P000023DE.L)

6.95
+0.08
+(1.15%)
At close: May 7 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 6.91%
5y Average Return 8.98%
Number of Years Up 17
Number of Years Down 2
Best 1Y Total Return (May 7, 2025) 21.78%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 21.78%
Worst 3Y Total Return 3.01%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000023DE.L
Category
YTD
5.69%
0.00%
1-Month
1.96%
0.00%
3-Month
2.04%
0.00%
1-Year
5.09%
0.00%
3-Year
4.08%
0.00%
5-Year
8.57%
0.00%
10-Year
5.34%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000023DE.L
Category
2025
--
--
2024
4.11%
--
2023
3.66%
--
2022
1.28%
--
2021
13.50%
--
2020
5.52%
--
2019
10.42%
--
2018
-6.02%
--

2017
11.77%
--
2016
8.36%
--
2015
0.64%
--
2014
1.58%
--
2013
21.78%
--
2012
8.09%
--
2011
4.15%
--
2010
8.59%
--
2009
15.59%
--
2008
8.00%
--
2007
6.35%
--
2006
-5.39%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.66% -- -- --
2024 3.21% 1.40% 3.85% -4.21%
2023 2.76% -2.04% 0.59% 2.37%
2022 1.32% -2.55% -3.39% 6.18%
2021 8.73% 6.48% -0.02% -1.94%
2020 -11.92% 8.69% -1.27% 11.65%
2019 2.40% 2.12% 0.73% 4.83%
2018 -3.17% 4.56% -0.81% -6.43%
2017 2.78% 2.32% 4.32% 1.87%
2016 -2.37% -1.06% 7.23% 4.61%

2015 3.43% -0.08% -3.36% 0.77%
2014 2.18% -1.21% 0.32% 0.30%
2013 11.63% 1.52% 3.70% 3.62%
2012 4.46% -1.06% 2.31% 2.22%
2011 0.79% 0.38% -0.50% 3.46%
2010 7.47% -7.14% 2.20% 6.47%
2009 -8.20% 7.39% 15.69% 1.34%
2008 1.18% -1.04% 3.32% 4.40%
2007 2.17% 1.85% 1.70% 0.50%
2006 6.20% -4.18% -5.47% -1.64%

Rank in Category (By Total Return)

YTD 2
1-Month 6
3-Month 11
1-Year 29
3-Year 21
5-Year 5

Load Adjusted Returns

1-Year -0.17%
3-Year 2.31%
5-Year 7.46%
10-Year 4.80%

Performance & Risk

YTD Return 6.91%
5y Average Return 8.98%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.62
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Ruffer LLP
Net Assets 222.25M
YTD Return 5.69%
Yield 1.83%
Morningstar Rating
Inception Date Sep 19, 2012

Fund Summary

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