LSE - Delayed Quote • GBp
SPW MM North American Eq Q Inc (0P0001MYLF.L)
At close: April 23 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.74% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 23, 2024) | 12.84% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 12.84% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001MYLF.L
Category
- YTD
- 12.04%
- 0.00%
- 1-Month
- 5.01%
- 0.00%
- 3-Month
- 12.04%
- 0.00%
- 1-Year
- 28.50%
- 0.00%
- 3-Year
- 0.00%
- 0.00%
- 5-Year
- 0.00%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001MYLF.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 12.04% | -- | -- | -- |
| 2023 | -1.61% | 4.90% | 2.22% | 6.96% |
| 2022 | 0.09% | -7.66% | 4.41% | -0.71% |
| 2021 | 6.87% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 22 |
| 1-Month | 3 |
| 3-Month | 22 |
| 1-Year | 23 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 28.50% |
| 3-Year | -- |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 9.74% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | -- |
| Fund Family | Scottish Widows Schroder Personal Wealth (ACD) Limited |
| Net Assets | 2.26B |
| YTD Return | 12.04% |
| Yield | 0.63% |
| Morningstar Rating | -- |
| Inception Date | Jul 09, 2021 |
Fund Summary
Fund Summary Information Not Available
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