LSE - Delayed Quote GBP
Orbis OEIC Global Equity Standard (0P000127WC.L)
29.07
+0.73
+(2.58%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.65% |
| 5y Average Return | 14.19% |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 40.23% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 40.23% |
| Worst 3Y Total Return | 3.50% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000127WC.L
Category
- YTD
- 0.55%
- 0.00%
- 1-Month
- -3.14%
- 0.00%
- 3-Month
- 0.55%
- 0.00%
- 1-Year
- 3.43%
- 0.00%
- 3-Year
- 11.00%
- 0.00%
- 5-Year
- 15.53%
- 0.00%
- 10-Year
- 10.83%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000127WC.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.41% | -1.18% | 3.30% | 0.77% |
| 2023 | 1.57% | 3.51% | 5.61% | 4.45% |
| 2022 | -2.31% | -4.79% | 1.35% | 6.04% |
| 2021 | 6.08% | 4.38% | -0.99% | 0.88% |
| 2020 | -18.62% | 22.09% | 1.26% | 12.67% |
| 2019 | 6.44% | 3.23% | 3.76% | 4.13% |
| 2018 | -4.97% | 4.56% | 2.62% | -14.18% |
| 2017 | 4.70% | 1.22% | 2.50% | 6.39% |
| 2016 | 3.55% | 11.39% | 12.44% | 7.62% |
| 2015 | 5.26% | -2.73% | -9.40% | 13.03% |
| 2014 | -0.98% | 3.26% | 2.38% | 0.71% |
| 2013 | 20.08% | 7.35% | 4.35% | 4.25% |
| 2012 | 12.30% | -7.30% | 4.34% | 2.25% |
| 2011 | 3.58% | -2.37% | -14.80% | 6.03% |
| 2010 | 7.22% | -11.31% | 4.93% | 9.53% |
| 2009 | -10.10% | 15.90% | 19.60% | 1.07% |
| 2008 | -5.09% | -7.00% | -7.86% | 9.19% |
| 2007 | 5.24% | 3.55% | -0.19% | 1.85% |
| 2006 | 4.61% | -8.05% | 5.15% | 2.93% |
| 2005 | 4.05% | 6.88% | 15.29% | 6.22% |
| 2004 | 6.97% | -1.56% | -2.21% | 5.56% |
| 2003 | -11.79% | 27.20% | 8.29% | 7.84% |
| 2002 | 6.64% | -9.18% | -20.12% | 4.80% |
| 2001 | 12.94% | 14.04% | -19.32% | 16.75% |
| 2000 | -0.63% | 8.66% | -0.90% | 8.03% |
| 1999 | 11.81% | 19.09% | -6.64% | 6.83% |
| 1998 | 9.82% | 8.26% | -12.44% | 14.94% |
| 1997 | 7.92% | 11.85% | 8.70% | -17.34% |
| 1996 | 8.06% | 0.71% | -1.37% | -3.83% |
| 1995 | 1.36% | 11.57% | 13.62% | 7.10% |
| 1994 | 0.82% | -9.47% | 0.46% | 0.86% |
| 1993 | 4.12% | 3.54% | 7.04% | 4.21% |
| 1992 | 12.67% | -12.57% | 3.61% | 35.22% |
| 1991 | 28.19% | 6.40% | 0.93% | 0.92% |
| 1990 | -0.56% | -4.17% | -23.14% | 5.17% |
Rank in Category (By Total Return)
| YTD | 11 |
| 1-Month | 10 |
| 3-Month | 11 |
| 1-Year | 34 |
| 3-Year | 2 |
| 5-Year | 8 |
Load Adjusted Returns
| 1-Year | 3.43% |
| 3-Year | 11.00% |
| 5-Year | 15.53% |
| 10-Year | 10.83% |
Performance & Risk
| YTD Return | 1.65% |
| 5y Average Return | 14.19% |
| Rank in Category (ytd) | 11 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Orbis Investment Management Limited |
| Net Assets | 269.51M |
| YTD Return | 0.55% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 01, 2014 |
Fund Summary
Fund Summary Information Not Available
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