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Trojan Fund (0P00002AVC.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
360.98-0.24 (-0.07%)
At close: 08:00PM GMT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.01%
5-Year Average Return4.78%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Feb 28, 2024)13.92%
Worst 1 Yr Total Return (Feb 28, 2024)N/A
Best 3-Yr Total Return13.92%
Worst 3-Yr Total Return1.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00002AVC.LCategory
YTD0.45%0.00%
1-Month0.45%0.00%
3-Month2.58%0.00%
1-Year1.93%0.00%
3-Year3.23%0.00%
5-Year5.01%0.00%
10-Year4.93%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00002AVC.LCategory
2023
2.22%N/A
2022
-4.29%N/A
2021
11.58%N/A
2020
6.91%N/A
2019
10.13%N/A
2018
-3.45%N/A
2017
3.62%N/A
2016
11.70%N/A
2015
2.65%N/A
2014
8.40%N/A
2013
-3.59%N/A
2012
1.65%N/A
2011
8.17%N/A
2010
13.92%N/A
2009
11.27%N/A
2008
0.98%N/A
2007
5.86%N/A
2006
11.77%N/A
2005
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.56%-1.23%-0.50%2.41%
20220.34%-4.59%-0.01%-0.02%
2021-0.19%6.00%2.48%2.92%
2020-1.86%6.92%1.73%0.16%
20193.72%4.15%1.87%0.08%
2018-3.39%1.52%0.67%-2.21%
20173.17%0.01%-0.81%1.25%
20164.90%4.42%2.54%-0.55%
20151.52%-2.27%-0.39%3.88%
20142.37%2.15%0.15%3.50%
20135.77%-6.81%-0.80%-1.41%
20120.76%0.66%3.27%-2.96%
2011-0.34%3.41%2.00%2.91%
20104.67%-0.63%5.41%3.90%
2009-6.89%0.32%13.91%4.58%
2008-6.51%-0.93%-0.77%9.86%
20071.92%1.75%-0.19%2.28%
20062.39%-0.70%4.65%5.05%
20054.04%4.68%3.95%N/A

Rank In Category (By Total Return)

YTD30
1-Month30
3-Month92
1-Year65
3-Year25
5-Year17

Load Adjusted Returns

1-Year-3.16%
3-Year1.48%
5-Year3.94%
10-Year4.39%