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LSE - Delayed Quote GBp

Ardevora Global Long Only Eq D GBP Inc (0P00016DOZ.L)

241.59
-1.11
(-0.46%)
At close: February 23 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 7.80%
5y Average Return 9.17%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Feb 23, 2024) 27.38%
Worst 1Y Total Return (Feb 23, 2024) --
Best 3Y Total Return 27.38%
Worst 3Y Total Return 1.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00016DOZ.L
Category
YTD
2.00%
0.00%
1-Month
2.00%
0.00%
3-Month
10.27%
0.00%
1-Year
7.60%
0.00%
3-Year
2.48%
0.00%
5-Year
9.01%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00016DOZ.L
Category
2023
9.68%
--
2022
-15.15%
--
2021
11.91%
--
2020
22.19%
--
2019
25.49%
--
2018
-4.19%
--
2017
17.32%
--
2016
27.38%
--

2015
9.52%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 3.82% 0.34% -1.05% 6.41%
2022 -8.56% -10.42% 2.86% 0.71%
2021 1.21% 5.12% 0.08% 5.09%
2020 -14.84% 23.08% 4.13% 11.96%
2019 13.04% 6.81% 1.94% 1.95%
2018 -1.77% 7.85% 4.63% -13.57%
2017 7.30% 0.42% 3.64% 5.06%
2016 2.32% 10.94% 8.48% 3.43%
2015 9.21% -4.95% -3.46% 9.28%
2014 4.09% -- -- --

Rank in Category (By Total Return)

YTD 12
1-Month 12
3-Month 54
1-Year 29
3-Year 56
5-Year 31

Load Adjusted Returns

1-Year 7.60%
3-Year 2.48%
5-Year 9.01%
10-Year --

Performance & Risk

YTD Return 7.80%
5y Average Return 9.17%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Ardevora Asset Management LLP
Net Assets --
YTD Return 2.00%
Yield 1.44%
Morningstar Rating
Inception Date Nov 29, 2013

Fund Summary

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