LSE - Delayed Quote GBP

Barings Global Umbrella Fund - Barings Global Resources Fund (0P0000MWCV.L)

19.05
-0.04
(-0.21%)
As of January 21 at 8:00:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 9.65%
5y Average Return 6.48%
Number of Years Up 6
Number of Years Down 9
Best 1Y Total Return (Jan 20, 2025) 39.24%
Worst 1Y Total Return (Jan 20, 2025) --
Best 3Y Total Return 39.24%
Worst 3Y Total Return -13.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000MWCV.L
Category
YTD
-4.20%
0.00%
1-Month
-7.34%
0.00%
3-Month
-4.71%
0.00%
1-Year
-4.20%
0.00%
3-Year
4.55%
0.00%
5-Year
4.93%
0.00%
10-Year
3.96%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000MWCV.L
Category
2024
-4.20%
--
2023
-2.77%
--
2022
22.71%
--
2021
18.36%
--
2020
-5.99%
--
2019
13.68%
--
2018
-17.98%
--
2017
6.17%
--

2016
39.24%
--
2015
-15.90%
--
2014
-2.99%
--
2013
-7.95%
--
2012
-8.49%
--
2011
-24.22%
--
2010
24.59%
--
2009
45.37%
--
2008
-47.42%
--
2007
42.59%
--
2006
19.70%
--
2005
55.09%
--
2004
-3.96%
--
2003
36.70%
--
2002
-9.54%
--
2001
-11.70%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.89% -2.25% -2.87% -4.71%
2023 -3.29% -4.39% 9.00% -3.52%
2022 13.61% -3.95% 4.70% 7.40%
2021 9.13% 2.90% 0.87% 4.50%
2020 -31.17% 22.09% -2.82% 15.13%
2019 10.45% 3.49% -0.69% 0.14%
2018 -10.17% 11.25% 0.45% -18.29%
2017 0.07% -7.00% 8.91% 4.76%
2016 6.04% 9.11% 8.42% 11.00%
2015 1.66% -4.78% -18.38% 6.43%

2014 0.61% 3.52% -2.88% -4.10%
2013 0.14% -12.23% 5.05% -0.31%
2012 2.51% -13.80% 7.57% -3.72%
2011 -4.24% -3.41% -21.87% 4.86%
2010 9.05% -17.15% 15.19% 19.72%
2009 6.18% 6.40% 17.34% 9.65%
2008 -3.29% 17.27% -37.48% -25.85%
2007 3.70% 11.21% 15.20% 7.32%
2006 14.56% -3.80% -7.04% 16.83%
2005 9.41% 9.68% 25.05% 3.35%
2004 -1.51% -11.55% 11.59% -1.21%
2003 -4.25% 11.76% 13.50% 12.55%
2002 16.95% -7.92% -16.67% 0.79%
2001 -4.53% 2.64% -17.59% 9.35%

Rank in Category (By Total Return)

YTD 52
1-Month 59
3-Month 39
1-Year 52
3-Year 35
5-Year 73

Load Adjusted Returns

1-Year -8.99%
3-Year 2.78%
5-Year 3.86%
10-Year 3.43%

Performance & Risk

YTD Return 9.65%
5y Average Return 6.48%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Baring International Fund Mgrs (Ireland) Limited
Net Assets --
YTD Return -4.20%
Yield 1.09%
Morningstar Rating
Inception Date Dec 12, 1994

Fund Summary

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