LSE - Delayed Quote GBp

SVM UK Emerging Ord (SVM.L)

68.50
+1.00
+(3.70%)
At close: 5:15:46 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return -2.96%
5y Average Return -6.64%
Number of Years Up 12
Number of Years Down 12
Best 1Y Total Return (Jan 13, 2025) 54.10%
Worst 1Y Total Return (Jan 13, 2025) --
Best 3Y Total Return 54.10%
Worst 3Y Total Return -12.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SVM.L
Category
YTD
7.46%
0.00%
1-Month
-2.89%
0.00%
3-Month
-2.22%
0.00%
1-Year
7.46%
0.00%
3-Year
-12.37%
0.00%
5-Year
-6.12%
0.00%
10-Year
3.64%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
SVM.L
Category
2024
7.46%
--
2023
0.10%
--
2022
-37.45%
--
2021
19.75%
--
2020
-9.49%
--
2019
38.28%
--
2018
-16.86%
--
2017
34.19%
--

2016
-2.60%
--
2015
30.48%
--
2014
-5.55%
--
2013
54.10%
--
2012
-32.05%
--
2011
-17.92%
--
2010
26.31%
--
2009
55.41%
--
2008
-38.95%
--
2007
23.35%
--
2006
35.29%
--
2005
25.49%
--
2004
-26.36%
--
2003
-22.20%
--
2002
-29.43%
--
2001
-14.86%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.67% 0.48% 2.54% -2.22%
2023 3.01% -1.40% -2.92% 1.51%
2022 -22.18% -20.26% -8.52% 10.19%
2021 3.57% 8.82% 7.11% -0.80%
2020 -38.59% 30.56% -1.81% 14.98%
2019 14.13% 2.14% -0.90% 19.68%
2018 -3.39% 11.22% 3.04% -24.90%
2017 9.05% 6.77% 6.94% 7.78%
2016 -8.19% -8.47% 14.63% 1.11%
2015 10.84% 3.56% 2.33% 11.09%

2014 2.67% -12.39% 0.54% 4.44%
2013 15.34% 7.74% 9.94% 12.80%
2012 3.93% -10.59% -25.12% -2.34%
2011 4.27% -1.92% -14.33% -6.31%
2010 3.32% -4.01% 5.21% 21.05%
2009 4.80% 21.42% 14.42% 6.74%
2008 -6.31% 0.23% -25.29% -12.99%
2007 12.17% 14.19% -1.49% -2.24%
2006 18.05% 1.67% 1.08% 11.52%
2005 5.21% 3.96% 12.60% 1.90%
2004 -20.51% -4.05% -6.97% 3.79%
2003 -4.51% -3.52% -7.04% -9.16%
2002 2.70% -6.98% -10.95% -17.05%
2001 -1.59% -4.38% 0.00% -9.52%

Rank in Category (By Total Return)

YTD 34
1-Month 96
3-Month 51
1-Year 34
3-Year 90
5-Year 100

Load Adjusted Returns

1-Year 7.46%
3-Year -12.37%
5-Year -6.12%
10-Year 3.64%

Performance & Risk

YTD Return -2.96%
5y Average Return -6.64%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category --
Fund Family SVM Asset Management Ltd
Net Assets 5.83M
YTD Return 7.46%
Yield 0.00%
Morningstar Rating
Inception Date Oct 18, 2000

Fund Summary

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