LSE - Delayed Quote GBp

FP Mattioli Woods Cautious B GBP Inc (0P0001BC67.L)

103.63 -0.04 (-0.04%)
At close: August 2 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 2.78%
5y Average Return 1.44%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Aug 2, 2024) 12.31%
Worst 1Y Total Return (Aug 2, 2024) --
Best 3Y Total Return 12.31%
Worst 3Y Total Return -0.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001BC67.L
Category
YTD
3.37%
0.00%
1-Month
1.15%
0.00%
3-Month
1.22%
0.00%
1-Year
8.37%
0.00%
3-Year
0.92%
0.00%
5-Year
1.85%
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
0P0001BC67.L
Category
2024
--
--
2023
3.60%
--
2022
-7.01%
--
2021
5.98%
--
2020
1.09%
--
2019
12.31%
--
2018
-3.21%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.12% 1.22% -- --
2023 0.62% -1.78% -0.07% 4.91%
2022 -2.50% -4.59% -2.39% 2.40%
2021 -0.49% 3.19% 0.72% 2.47%
2020 -10.09% 6.61% 0.54% 4.90%
2019 5.63% 3.52% 1.60% 1.10%
2018 -3.09% 2.84% 1.09% -3.94%
2017 1.60% -- -- --

Rank in Category (By Total Return)

YTD 68
1-Month 57
3-Month 49
1-Year 72
3-Year 53
5-Year 80

Load Adjusted Returns

1-Year 8.37%
3-Year 0.92%
5-Year 1.85%
10-Year --

Performance & Risk

YTD Return 2.78%
5y Average Return 1.44%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.63
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Mattioli Woods PLC
Net Assets 192.13M
YTD Return 3.37%
Yield 2.52%
Morningstar Rating
Inception Date Jul 31, 2017

Fund Summary

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