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SVS Brown Shipley Balanced Fund I Income (0P00013PGL.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
136.850.00 (0.00%)
At close: 08:00PM GMT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.00%
5-Year Average Return8.80%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (May 4, 2021)15.44%
Worst 1 Yr Total Return (May 4, 2021)N/A
Best 3-Yr Total Return15.44%
Worst 3-Yr Total Return4.09%

Trailing Returns (%) Vs. Benchmarks

Return0P00013PGL.LCategory
YTD4.00%0.00%
1-Month3.39%0.00%
3-Month2.55%0.00%
1-Year25.15%0.00%
3-Year7.95%0.00%
5-Year8.80%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00013PGL.LCategory
2021
N/AN/A
2020
11.41%N/A
2019
16.87%N/A
2018
-4.30%N/A
2017
10.10%N/A
2016
10.95%N/A
2015
6.06%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.77%N/AN/AN/A
2020-13.69%14.62%3.55%N/A
20196.53%4.06%2.14%N/A
2018-4.11%6.43%1.14%N/A
20173.05%1.79%0.70%N/A
2016-1.14%1.84%8.30%N/A
20156.01%-1.23%-3.18%N/A

Rank In Category (By Total Return)

YTD82
1-Month90
3-Month82
1-Year36
3-Year23
5-Year40

Load Adjusted Returns

1-Year28.40%
3-Year8.05%
5-Year7.85%
10-YearN/A
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