LSE - Delayed Quote GBP

Evelyn MM Endurance Balanced B Inc (0P0000WYVZ.L)

1.8380
+0.0010
+(0.05%)
At close: January 22 at 12:00:00 AM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 2.45%
5y Average Return 5.65%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Jan 22, 2025) 14.70%
Worst 1Y Total Return (Jan 22, 2025) --
Best 3Y Total Return 14.70%
Worst 3Y Total Return 2.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000WYVZ.L
Category
YTD
11.13%
0.00%
1-Month
-0.94%
0.00%
3-Month
1.64%
0.00%
1-Year
11.13%
0.00%
3-Year
3.78%
0.00%
5-Year
5.34%
0.00%
10-Year
5.51%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000WYVZ.L
Category
2024
11.13%
--
2023
7.89%
--
2022
-6.77%
--
2021
13.17%
--
2020
2.51%
--
2019
11.67%
--
2018
-4.57%
--
2017
9.28%
--

2016
8.32%
--
2015
4.55%
--
2014
5.10%
--
2013
14.37%
--
2012
7.79%
--
2011
-6.57%
--
2010
14.70%
--
2009
29.67%
--
2008
-25.99%
--
2007
8.32%
--
2006
12.33%
--
2005
25.47%
--
2004
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.66% 2.15% 2.26% 1.64%
2023 1.47% -0.30% 0.97% 5.63%
2022 -1.47% -5.56% -2.89% 3.17%
2021 3.23% 4.53% 1.30% 3.53%
2020 -19.22% 13.45% 1.33% 10.40%
2019 4.21% 3.34% 1.71% 1.95%
2018 -4.90% 5.96% 1.44% -6.64%
2017 3.65% 2.55% 0.07% 2.73%
2016 -3.11% 0.35% 8.31% 2.86%
2015 6.33% -1.06% -5.57% 5.24%

2014 -0.08% 1.14% 0.67% 3.31%
2013 8.45% -2.06% 4.37% 3.17%
2012 5.73% -4.27% 4.60% 1.82%
2011 -0.06% 0.17% -9.65% 3.30%
2010 6.01% -5.78% 7.29% 7.03%
2009 -0.90% 9.93% 15.58% 2.99%
2008 -7.04% -0.28% -13.09% -8.13%
2007 2.78% 3.10% 1.17% 1.03%
2006 8.36% -4.05% 1.89% 6.04%
2005 2.98% 4.46% 9.50% 6.52%
2004 2.19% 1.38% 6.65% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 11.13%
3-Year 3.78%
5-Year 5.34%
10-Year 5.51%

Performance & Risk

YTD Return 2.45%
5y Average Return 5.65%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Evelyn Partners Fund Solutions Limited
Net Assets 20.01M
YTD Return 11.13%
Yield 2.19%
Morningstar Rating --
Inception Date Jun 29, 2012

Fund Summary

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