LSE - Delayed Quote GBp

Santander Atlas Portfolio 7 (0P0000ZN3Z.L)

318.20 -5.10 (-1.58%)
At close: August 2 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 9.01%
5y Average Return 6.98%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Aug 2, 2024) 22.13%
Worst 1Y Total Return (Aug 2, 2024) --
Best 3Y Total Return 22.13%
Worst 3Y Total Return 4.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000ZN3Z.L
Category
YTD
9.80%
0.00%
1-Month
2.43%
0.00%
3-Month
3.05%
0.00%
1-Year
16.59%
0.00%
3-Year
6.77%
0.00%
5-Year
7.81%
0.00%
10-Year
7.56%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000ZN3Z.L
Category
2024
--
--
2023
11.07%
--
2022
-7.46%
--
2021
16.58%
--
2020
6.24%
--
2019
16.93%
--
2018
-9.09%
--
2017
13.35%
--

2016
17.25%
--
2015
1.28%
--
2014
5.06%
--
2013
18.16%
--
2012
11.32%
--
2011
-10.13%
--
2010
12.86%
--
2009
22.13%
--
2008
-25.00%
--
2007
3.37%
--
2006
11.90%
--
2005
23.12%
--
2004
10.33%
--
2003
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.54% 3.05% -- --
2023 3.01% 1.55% 0.69% 5.46%
2022 -2.92% -6.71% 0.16% 2.02%
2021 2.63% 5.32% 2.20% 5.54%
2020 -17.14% 15.11% 2.47% 8.70%
2019 7.04% 4.86% 2.36% 1.78%
2018 -4.73% 4.72% 1.30% -10.05%
2017 5.31% 1.20% 1.23% 5.07%
2016 -0.55% 2.91% 10.36% 3.82%
2015 7.11% -3.23% -8.60% 6.92%

2014 -0.65% 2.07% 1.16% 2.42%
2013 10.86% -0.29% 4.91% 1.89%
2012 8.01% -5.68% 5.53% 3.56%
2011 0.85% -0.69% -14.84% 5.37%
2010 6.59% -11.60% 10.28% 8.61%
2009 -10.45% 9.95% 19.73% 3.60%
2008 -9.45% -2.25% -11.81% -3.92%
2007 1.03% 4.07% 0.49% -2.17%
2006 8.01% -4.18% 3.00% 4.96%
2005 2.13% 4.63% 8.73% 5.96%
2004 1.57% 0.68% 2.20% 5.58%
2003 6.72% -- -- --

Rank in Category (By Total Return)

YTD 16
1-Month 27
3-Month 14
1-Year 18
3-Year 12
5-Year 17

Load Adjusted Returns

1-Year 16.59%
3-Year 6.77%
5-Year 7.81%
10-Year 7.56%

Performance & Risk

YTD Return 9.01%
5y Average Return 6.98%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Santander Asset Management UK Limited
Net Assets 188.46M
YTD Return 9.80%
Yield 1.61%
Morningstar Rating
Inception Date Sep 30, 2013

Fund Summary

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