IE00B7TGZ916.IR - Smith & Williamson MediumDated Corp Bd B

YHD - YHD Delayed Price. Currency in GBp

Performance Overview

Morningstar Return Rating
Year-to-Date Return4.16%
5-Year Average ReturnN/A
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2016)9.58%
Worst 1 Yr Total Return (Apr 29, 2016)-3.30%
Best 3-Yr Total Return9.58%
Worst 3-Yr Total Return2.06%

Trailing Returns (%) Vs. Benchmarks

ReturnIE00B7TGZ916.IRCategory
YTD4.16%1.95%
1-Month0.51%0.46%
3-Month3.52%1.95%
1-Year2.65%9.33%
3-Year2.58%6.67%
5-Year0.00%6.92%
10-Year0.00%5.98%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
IE00B7TGZ916.IRCategory
2016
N/AN/A
2015
0.33%0.38%
2014
9.58%10.68%
2013
-3.30%1.68%
2012
N/A14.48%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20163.63%N/AN/AN/A
20152.95%-3.13%0.61%-0.01%
20142.67%2.11%1.37%3.11%
20130.81%-4.31%0.85%-0.61%
20120.17%N/AN/AN/A

Rank In Category (By Total Return)

YTD8
1-Month58
3-Month5
1-Year10
3-Year87
5-YearN/A

Load Adjusted Returns

1-Year-2.48%
3-Year0.84%
5-YearN/A
10-YearN/A