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TB Wise Multi-Asset Income B Acc (0P00002ANS.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
280.61-0.17 (-0.06%)
At close: 09:00PM BST
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.60%
5-Year Average Return2.65%
Number of Years Up11
Number of Years Down6
Best 1 Yr Total Return (Oct 2, 2023)30.00%
Worst 1 Yr Total Return (Oct 2, 2023)N/A
Best 3-Yr Total Return30.00%
Worst 3-Yr Total Return-1.27%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00002ANS.LCategory
YTD-1.60%0.00%
1-Month-0.93%0.00%
3-Month0.37%0.00%
1-Year5.10%0.00%
3-Year13.07%0.00%
5-Year2.65%0.00%
10-Year6.17%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00002ANS.LCategory
2023
N/AN/A
2022
-3.72%N/A
2021
21.59%N/A
2020
-9.94%N/A
2019
21.46%N/A
2018
-12.03%N/A
2017
15.77%N/A
2016
23.44%N/A
2015
3.07%N/A
2014
5.94%N/A
2013
26.03%N/A
2012
20.09%N/A
2011
-5.00%N/A
2010
15.27%N/A
2009
30.00%N/A
2008
-29.10%N/A
2007
-6.52%N/A
2006
17.72%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-0.88%-1.09%N/AN/A
20221.83%-6.03%-5.80%6.81%
20217.48%4.77%2.51%5.33%
2020-35.30%14.00%-2.92%25.77%
20198.10%0.33%-0.24%12.26%
2018-7.26%6.09%-0.86%-9.82%
20176.12%6.89%-0.62%2.70%
20161.94%0.73%13.18%6.23%
20155.25%0.01%-4.60%2.64%
20141.98%4.02%-0.07%-0.06%
20137.17%2.88%8.79%5.07%
20129.20%-2.30%8.48%3.77%
20112.85%2.36%-9.53%-0.26%
20102.42%-4.15%9.87%6.86%
2009-15.64%22.08%20.52%4.73%
2008-8.43%-5.02%-5.62%-13.63%
20073.00%0.93%-2.34%-7.92%
20067.10%-3.44%6.27%7.12%

Rank In Category (By Total Return)

YTD95
1-Month54
3-Month86
1-Year95
3-Year1
5-Year51

Load Adjusted Returns

1-Year-3.36%
3-Year11.96%
5-Year2.72%
10-Year6.53%
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