LSE - Delayed Quote GBP

Courtiers Total Return Balanced Risk (0P00008N9X.L)

2.5100
-0.0040
(-0.16%)
At close: January 20 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 2.16%
5y Average Return 5.16%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Jan 20, 2025) 19.92%
Worst 1Y Total Return (Jan 20, 2025) --
Best 3Y Total Return 19.92%
Worst 3Y Total Return 1.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00008N9X.L
Category
YTD
6.04%
0.00%
1-Month
-2.50%
0.00%
3-Month
-1.56%
0.00%
1-Year
6.04%
0.00%
3-Year
1.52%
0.00%
5-Year
5.08%
0.00%
10-Year
6.34%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00008N9X.L
Category
2024
6.04%
--
2023
4.70%
--
2022
-5.75%
--
2021
14.48%
--
2020
6.93%
--
2019
16.52%
--
2018
-3.57%
--
2017
8.31%
--

2016
14.45%
--
2015
3.61%
--
2014
8.76%
--
2013
19.92%
--
2012
9.63%
--
2011
-5.40%
--
2010
8.69%
--
2009
24.33%
--
2008
-32.61%
--
2007
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.45% 0.75% 3.35% -1.56%
2023 1.67% -2.09% -0.77% 5.99%
2022 -0.09% -6.99% -4.31% 5.99%
2021 6.73% 3.79% -0.40% 3.76%
2020 -16.16% 12.75% 0.06% 13.07%
2019 6.14% 2.18% 1.46% 5.91%
2018 -2.69% 4.33% 2.25% -7.11%
2017 3.05% 0.06% 2.03% 2.96%
2016 -0.15% 3.78% 5.26% 4.93%
2015 5.12% -3.01% -3.84% 5.68%

2014 -0.25% 1.31% 3.24% 4.24%
2013 11.29% 0.44% 2.37% 4.80%
2012 6.15% -3.34% 5.69% 1.09%
2011 1.01% -0.81% -11.92% 7.20%
2010 3.89% -8.39% 8.23% 5.52%
2009 -15.14% 20.08% 17.76% 3.61%
2008 -10.00% -3.87% -8.53% -14.85%
2007 3.85% 0.57% 1.41% --

Rank in Category (By Total Return)

YTD 87
1-Month 96
3-Month 91
1-Year 87
3-Year 62
5-Year 33

Load Adjusted Returns

1-Year 6.04%
3-Year 1.52%
5-Year 5.08%
10-Year 6.34%

Performance & Risk

YTD Return 2.16%
5y Average Return 5.16%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category --
Fund Family COURTIERS Asset Management Ltd
Net Assets 444.15M
YTD Return 6.04%
Yield 1.32%
Morningstar Rating
Inception Date Mar 05, 2007

Fund Summary

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