LSE - Delayed Quote GBp
Personal Assets Ord (PNL.L)
517.00
-1.00
(-0.19%)
As of 3:10:20 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.74% |
| 5y Average Return | 4.72% |
| Number of Years Up | 33 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Jun 6, 2025) | 14.58% |
| Worst 1Y Total Return (Jun 6, 2025) | -- |
| Best 3Y Total Return | 14.58% |
| Worst 3Y Total Return | 1.94% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PNL.L
Category
- YTD
- 2.45%
- 0.00%
- 1-Month
- 0.30%
- 0.00%
- 3-Month
- -0.35%
- 0.00%
- 1-Year
- 6.72%
- 0.00%
- 3-Year
- 3.07%
- 0.00%
- 5-Year
- 5.21%
- 0.00%
- 10-Year
- 5.39%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
PNL.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.15% | -- | -- | -- |
| 2024 | 2.42% | 1.02% | 1.66% | 1.51% |
| 2023 | 2.62% | -1.59% | -0.54% | 2.45% |
| 2022 | 0.50% | -4.70% | 0.09% | 0.57% |
| 2021 | 0.13% | 6.40% | 1.97% | 2.45% |
| 2020 | -2.08% | 7.39% | 2.48% | 0.87% |
| 2019 | 4.05% | 3.79% | 1.62% | -0.06% |
| 2018 | -3.35% | 0.31% | 1.57% | -1.63% |
| 2017 | 4.25% | 0.41% | -0.46% | 1.93% |
| 2016 | 5.33% | 6.02% | 1.49% | -1.32% |
| 2015 | 2.01% | -2.65% | 0.46% | 3.61% |
| 2014 | 2.48% | 1.84% | 0.24% | 3.03% |
| 2013 | 6.76% | -7.22% | -0.77% | -0.48% |
| 2012 | 2.14% | 0.99% | 3.58% | -2.95% |
| 2011 | 0.39% | 4.23% | 0.87% | 3.98% |
| 2010 | 5.25% | -1.23% | 6.66% | 3.33% |
| 2009 | -4.98% | 2.38% | 14.14% | 5.75% |
| 2008 | -0.92% | 1.03% | -5.92% | 0.28% |
| 2007 | 0.38% | 2.30% | -2.70% | -0.18% |
| 2006 | 3.88% | -1.05% | 2.11% | 2.94% |
| 2005 | 2.13% | 3.70% | 4.51% | 1.98% |
| 2004 | -0.34% | 0.98% | 2.66% | 4.76% |
| 2003 | -2.68% | 11.19% | 1.64% | 6.03% |
| 2002 | 1.90% | -2.78% | -9.32% | 2.12% |
| 2001 | -1.16% | 3.01% | -4.80% | 1.68% |
| 2000 | -3.98% | 2.51% | 1.02% | 0.98% |
| 1999 | 4.81% | 3.25% | -2.43% | 7.71% |
| 1998 | 10.54% | 2.09% | -8.76% | 13.65% |
| 1997 | 6.94% | 5.66% | 10.25% | 5.58% |
| 1996 | 6.51% | 3.15% | 4.89% | 4.23% |
| 1995 | 1.33% | 6.05% | 9.55% | 3.74% |
| 1994 | -2.80% | -5.79% | 6.34% | 3.10% |
| 1993 | 4.73% | 0.39% | 6.41% | 8.47% |
| 1992 | 2.51% | -2.47% | 1.17% | 16.91% |
| 1991 | 22.44% | 3.24% | 9.97% | -1.94% |
| 1990 | -6.20% | -3.02% | -17.50% | 4.83% |
| 1989 | 10.32% | 4.58% | 5.50% | -3.87% |
| 1988 | 5.12% | 1.99% | -0.36% | 1.63% |
| 1987 | 25.10% | 7.67% | -0.60% | -20.99% |
| 1986 | 9.05% | 3.92% | 1.24% | 2.24% |
| 1985 | 9.28% | -3.78% | -4.19% | 10.80% |
| 1984 | -4.28% | 0.02% | 8.74% | 15.48% |
| 1983 | -8.15% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 19 |
| 1-Month | 31 |
| 3-Month | 27 |
| 1-Year | 13 |
| 3-Year | 31 |
| 5-Year | 31 |
Load Adjusted Returns
| 1-Year | 6.72% |
| 3-Year | 3.07% |
| 5-Year | 5.21% |
| 10-Year | 5.39% |
Performance & Risk
| YTD Return | 2.74% |
| 5y Average Return | 4.72% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.44 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Troy Asset Management Limited |
| Net Assets | 1.62B |
| YTD Return | 2.45% |
| Yield | 1.41% |
| Morningstar Rating | |
| Inception Date | Jul 22, 1983 |
Fund Summary
Fund Summary Information Not Available
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