LSE - Delayed Quote GBp

Polar Financial Credit R GBP Dist Shrs (0P0000VRZQ.L)

148.50 -0.04 (-0.03%)
At close: April 25 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 3.39%
5y Average Return 6.99%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2024) 22.76%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 22.76%
Worst 3Y Total Return 0.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000VRZQ.L
Category
YTD
3.46%
0.00%
1-Month
1.98%
0.00%
3-Month
3.46%
0.00%
1-Year
13.39%
0.00%
3-Year
8.79%
0.00%
5-Year
7.87%
0.00%
10-Year
7.39%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000VRZQ.L
Category
2024
--
--
2023
6.04%
--
2022
4.24%
--
2021
21.86%
--
2020
-3.94%
--
2019
13.03%
--
2018
-6.05%
--
2017
11.80%
--

2016
15.70%
--
2015
6.92%
--
2014
5.05%
--
2013
20.73%
--
2012
22.76%
--
2011
-8.61%
--
2010
10.16%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.46% -- -- --
2023 -3.25% 1.39% 2.57% 5.40%
2022 0.28% -2.93% -0.61% 7.75%
2021 8.23% 5.12% 4.64% 2.36%
2020 -26.04% 13.99% 0.03% 13.90%
2019 3.63% 4.16% 2.20% 2.47%
2018 -2.30% 1.02% 2.18% -6.85%
2017 4.29% 3.47% 1.98% 1.59%
2016 -2.16% -0.47% 10.04% 7.98%
2015 7.41% -1.42% -1.00% 2.00%

2014 1.23% 0.50% 1.78% 1.45%
2013 10.81% 0.62% 2.88% 5.25%
2012 8.31% -0.47% 6.20% 7.22%
2011 2.88% 0.35% -13.93% 2.85%
2010 4.16% -5.21% 8.44% 2.89%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 9.43%
3-Year 7.51%
5-Year 7.10%
10-Year 7.01%

Performance & Risk

YTD Return 3.39%
5y Average Return 6.99%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Polar Capital LLP
Net Assets --
YTD Return 3.46%
Yield 5.39%
Morningstar Rating
Inception Date May 17, 2017

Fund Summary

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