LSE - Delayed Quote GBp

7IM Adventurous B Acc (0P00000FUJ.L)

310.37 +3.45 (+1.12%)
As of April 23 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.46%
5y Average Return 3.92%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (Apr 23, 2024) 24.51%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 24.51%
Worst 3Y Total Return 1.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000FUJ.L
Category
YTD
3.83%
0.00%
1-Month
3.20%
0.00%
3-Month
3.83%
0.00%
1-Year
6.33%
0.00%
3-Year
2.32%
0.00%
5-Year
4.86%
0.00%
10-Year
5.36%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000FUJ.L
Category
2024
--
--
2023
3.04%
--
2022
-6.50%
--
2021
10.07%
--
2020
8.35%
--
2019
14.56%
--
2018
-10.86%
--
2017
11.67%
--

2016
12.48%
--
2015
2.68%
--
2014
8.03%
--
2013
21.21%
--
2012
10.70%
--
2011
-10.34%
--
2010
13.20%
--
2009
24.51%
--
2008
-24.63%
--
2007
3.46%
--
2006
7.79%
--
2005
24.07%
--
2004
5.90%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.83% -- -- --
2023 0.62% -1.11% -0.94% 4.54%
2022 -2.82% -7.21% 0.16% 3.53%
2021 2.78% 4.19% 0.71% 2.06%
2020 -18.10% 16.23% 2.96% 10.54%
2019 7.78% 2.59% 1.49% 2.09%
2018 -3.26% 3.28% 0.86% -11.55%
2017 4.36% 1.57% 1.54% 3.75%
2016 -2.26% 1.58% 10.10% 2.90%
2015 9.11% -1.04% -10.72% 6.51%

2014 0.66% 2.50% 2.16% 2.48%
2013 9.80% 0.45% 5.45% 4.22%
2012 8.68% -6.05% 4.51% 3.74%
2011 0.16% -0.41% -13.39% 3.78%
2010 7.25% -10.35% 8.17% 8.84%
2009 -6.79% 9.37% 18.18% 3.34%
2008 -7.96% -0.91% -7.89% -10.28%
2007 2.92% 3.37% -1.96% -0.81%
2006 7.09% -6.86% 2.73% 5.20%
2005 2.04% 4.54% 9.98% 5.75%
2004 -1.35% 0.35% -0.01% 6.99%

Rank in Category (By Total Return)

YTD 84
1-Month 46
3-Month 84
1-Year 95
3-Year 82
5-Year 83

Load Adjusted Returns

1-Year 2.07%
3-Year 0.94%
5-Year 4.01%
10-Year 4.93%

Performance & Risk

YTD Return 2.46%
5y Average Return 3.92%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category --
Fund Family 7IM
Net Assets 139.74M
YTD Return 3.83%
Yield 0.38%
Morningstar Rating
Inception Date Jul 21, 2023

Fund Summary

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