LSE - Delayed Quote GBP

The Norton Fund (0P00002BAW.L)

34.18
+0.23
+(0.68%)
At close: January 15 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 0.53%
5y Average Return 5.82%
Number of Years Up 18
Number of Years Down 4
Best 1Y Total Return (Jan 15, 2025) 16.08%
Worst 1Y Total Return (Jan 15, 2025) --
Best 3Y Total Return 16.08%
Worst 3Y Total Return 2.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00002BAW.L
Category
YTD
14.95%
0.00%
1-Month
-0.38%
0.00%
3-Month
4.91%
0.00%
1-Year
14.95%
0.00%
3-Year
3.98%
0.00%
5-Year
6.23%
0.00%
10-Year
5.95%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00002BAW.L
Category
2024
14.95%
--
2023
8.74%
--
2022
-10.05%
--
2021
11.08%
--
2020
8.35%
--
2019
12.75%
--
2018
-2.62%
--
2017
5.72%
--

2016
11.47%
--
2015
1.81%
--
2014
9.32%
--
2013
12.92%
--
2012
10.70%
--
2011
-10.54%
--
2010
16.08%
--
2009
25.95%
--
2008
-24.13%
--
2007
6.58%
--
2006
12.29%
--
2005
23.84%
--
2004
7.46%
--
2003
11.81%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.83% 2.25% 0.31% 4.91%
2023 0.56% 2.12% 1.80% 4.02%
2022 -3.86% -7.73% 3.50% -2.03%
2021 0.02% 6.34% 1.00% 3.40%
2020 -13.14% 12.63% 3.76% 6.74%
2019 3.57% 5.97% 1.95% 0.77%
2018 -6.16% 7.41% 2.12% -5.38%
2017 3.46% 0.47% -1.83% 3.61%
2016 -1.29% 3.86% 5.82% 2.76%
2015 5.94% -2.55% -3.44% 2.13%

2014 2.04% 2.78% 2.05% 2.15%
2013 11.48% -3.82% 4.79% 0.50%
2012 10.52% -7.95% 6.01% 2.64%
2011 0.05% -0.71% -10.83% 0.99%
2010 7.31% -9.63% 8.88% 9.94%
2009 -6.84% 7.23% 20.55% 4.58%
2008 -10.29% 0.01% -11.93% -3.97%
2007 3.09% 3.68% -0.88% 0.60%
2006 8.22% -5.21% 2.72% 6.56%
2005 1.65% 6.03% 8.69% 5.71%
2004 -0.68% 0.39% 1.92% 5.74%
2003 -1.04% 5.46% 0.24% 6.88%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 3.45%
3-Year 0.39%
5-Year 4.02%
10-Year 4.84%

Performance & Risk

YTD Return 0.53%
5y Average Return 5.82%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Schroder & Co Limited
Net Assets 34M
YTD Return 14.95%
Yield 0.53%
Morningstar Rating
Inception Date Dec 12, 2002

Fund Summary

null

Related Tickers

QSTAX Quantified STF Advisor
17.49
+2.70%
 
QSTFX Quantified STF Investor
18.48
+2.67%
 
INPSX ProFunds Internet UltraSector Svc
38.10
+2.64%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
592.13
+2.64%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
591.93
+2.64%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
416.22
+2.64%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
123.15
+2.63%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
84.67
+2.63%
 
INPIX ProFunds Internet UltraSector Inv
59.89
+2.62%
 
BSTSX BlackRock Technology Opportunities Svc
71.91
+2.35%
 
BTEKX BlackRock Technology Opportunities K
78.03
+2.35%
 
BGSCX BlackRock Technology Opportunities Fund
54.56
+2.34%
 
BGSRX BlackRock Technology Opportunities Fund
69.90
+2.34%
 
BGSIX BlackRock Technology Opportunities Fund
77.77
+2.34%
 
BGSAX BlackRock Technology Opportunities Fund
70.07
+2.34%
 
TSNIX T. Rowe Price Science & Tech I
54.96
+2.21%
 
ALGRX Alger Focus Equity I
85.68
+2.21%
 
ALGYX Alger Focus Equity Y
89.00
+2.20%
 
ALZFX Alger Focus Equity Z
88.65
+2.20%
 
ALAFX Alger Focus Equity A
84.95
+2.20%
 
ATVPX Alger 35 Z
19.10
+2.19%
 
ALCFX Alger Focus Equity C
76.09
+2.19%
 
PGKAX PGIM Jennison Technology A
28.66
+2.17%
 
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
29.19
+2.17%
 
PGKRX PGIM Jennison Technology R6
29.25
+2.17%
 
PGKCX PGIM Jennison Technology C
27.14
+2.15%
 
MGLBX Marsico Global
27.69
+2.14%
 
FATIX Fidelity Advisor Technology Fund
141.01
+2.06%
 
FADTX Fidelity Advisor Technology A
123.75
+2.05%
 
FSPTX Fidelity Select Technology
38.27
+2.05%
 
FATEX Fidelity Advisor Technology Fund
111.40
+2.05%
 
FTHCX Fidelity Advisor Technology C
87.62
+2.05%
 
FIKHX Fidelity Advisor Technology Z
140.96
+2.05%
 
JATAX Janus Henderson Global Technology and Innovation Fund
62.30
+2.00%
 
JAGTX Janus Henderson Glb Tech and Innovt T
64.35
+2.00%
 
JNGTX Janus Henderson Glb Tech and Innovt D
65.42
+2.00%
 
JATIX Janus Henderson Global Technology and Innovation Fund
66.41
+1.98%
 
JATSX Janus Henderson Global Technology and Innovation Fund
59.83
+1.98%
 
JATNX Janus Henderson Global Technology and Innovation Fund
65.61
+1.97%
 
NWZLX Nationwide Loomis All Cap Gr A
19.42
+1.94%
 
CGTUX Columbia Global Technology Growth Inst3
99.35
+1.94%
 
CTHRX Columbia Global Technology Growth Inst2
98.84
+1.94%
 
CGTDX Columbia Global Technology Growth S
96.38
+1.94%
 
CMTFX Columbia Global Technology Growth Inst
96.38
+1.94%
 
NWADX Nationwide Loomis All Cap Gr Eagle
20.06
+1.93%
 
NWZNX Nationwide Loomis All Cap Gr Instl Svc
20.10
+1.93%
 
CTHCX Columbia Global Technology Growth C
77.23
+1.93%
 
CTCAX Columbia Global Technology Growth A
91.03
+1.93%
 
NWZMX Nationwide Loomis All Cap Gr R6
20.18
+1.92%
 
FELTX Fidelity Advisor Semiconductors M
83.03
+1.90%
 
FELIX Fidelity Advisor Semiconductors I
97.53
+1.90%
 
FELAX Fidelity Advisor Semiconductors A
89.54
+1.90%
 
MIOFX Marsico International Opportunities
25.74
+1.90%
 
FIKGX Fidelity Advisor Semiconductors Z
97.84
+1.90%
 
FELCX Fidelity Advisor Semiconductors C
69.99
+1.89%
 
FSELX Fidelity Select Semiconductors
36.44
+1.87%
 
UPDDX Upright Growth & Income
21.45
+1.85%
 
SPFZX PGIM Jennison Focused Growth Z
31.36
+1.85%
 
WLCGX Wilshire Large Company Growth Instl
55.30
+1.82%
 
DTLGX Wilshire Large Company Growth Portfolio
44.84
+1.82%
 
PSGQX PGIM Jennison Focused Growth R6
31.46
+1.81%
 
PRJBX PGIM Jennison Global Opportunities R2
47.04
+1.77%
 
MFOCX Marsico Focus
31.00
+1.77%
 
PRJCX PGIM Jennison Global Opportunities C
41.47
+1.77%
 
PRJAX PGIM Jennison Global Opportunities A
46.72
+1.76%
 
PRJDX PGIM Jennison Global Opportunities R4
47.88
+1.76%
 
PRJQX PGIM Jennison Global Opportunities R6
48.64
+1.76%
 
PRJZX PGIM Jennison Global Opportunities Z
48.12
+1.76%
 
LGLRX Lord Abbett Growth Leaders Fund
48.47
+1.74%
 
LGLIX Lord Abbett Growth Leaders Fund
53.16
+1.74%
 
LGLFX Lord Abbett Growth Leaders Fund
52.69
+1.74%
 
LGLAX Lord Abbett Growth Leaders Fund
50.54
+1.73%
 
LGLQX Lord Abbett Growth Leaders Fund
48.35
+1.73%
 
ARTYX Artisan Developing World Investor
21.98
+1.71%
 
PRMTX T. Rowe Price Comm & Tech Investor
160.11
+1.70%
 
APDYX Artisan Developing World Fund
22.24
+1.69%
 
APGYX AB Large Cap Growth Fund
115.53
+1.69%
 
ALCKX AB Large Cap Growth K
102.91
+1.69%
 
TTMIX T. Rowe Price Comm & Tech I
160.87
+1.69%
 
ALLIX AB Large Cap Growth I
114.58
+1.69%
 
NWHTX Nationwide Bailard Tech & Sci R6
32.07
+1.68%
 
APHYX Artisan Developing World Fund
22.40
+1.68%
 
APGAX AB Large Cap Growth Fund
101.29
+1.68%
 
TPLGX T. Rowe Price Instl Large Cap Core Gr
75.35
+1.67%
 
NWHQX Nationwide Bailard Tech & Sci M
32.24
+1.67%
 
WIREX Wireless
20.18
+1.66%
 
NWHOX Nationwide Bailard Tech & Sci A
28.17
+1.66%
 
NWHUX Nationwide Bailard Tech & Sci Instl Svc
31.86
+1.66%
 
MGRIX Marsico Growth
27.20
+1.64%
 
FTRNX Fidelity Trend
194.02
+1.63%
 
TBDZX PGIM Jennison Diversified Growth Z
19.98
+1.63%
 
FAGOX Fidelity Advisor Growth Opps M
185.06
+1.63%
 
FAGCX Fidelity Advisor Growth Opps I
210.12
+1.63%
 
FZAHX Fidelity Advisor Growth Opps Z
213.37
+1.62%
 
HRCAX Harbor Capital Appreciation Admin
112.69
+1.62%
 
HCAIX Harbor Capital Appreciation Inv
107.71
+1.62%
 
HNACX Harbor Capital Appreciation Retirement
119.02
+1.62%
 
HACAX Harbor Capital Appreciation Instl
118.54
+1.62%
 
STCZX Virtus Silvant Large-Cap Growth Stock Fund
16.31
+1.62%
 
FAGAX Fidelity Advisor Growth Opps A
188.91
+1.62%