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Scottish Widows Strategic Growth Portfolio B Acc (0P000014CF.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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278.00+0.10 (+0.04%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return rating★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up13
Number of years down5
Best 1-yr total return (Invalid Date)21.24%
Worst 1-yr total return (Invalid Date)-20.67%
Best 3-yr total return21.24%
Worst 3-yr total return-4.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000014CF.LCategory
YTD8.55%4.05%
1-month0.98%0.96%
3-month3.08%4.05%
1-year16.90%17.76%
3-year4.27%8.14%
5-year6.79%8.79%
10-year6.64%5.40%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000014CF.LCategory
2021
N/AN/A
2020
-0.19%N/A
2019
14.55%N/A
2018
-6.63%N/A
2017
9.89%N/A
2016
19.55%N/A
2015
-0.25%2.29%
2014
4.99%5.14%
2013
15.62%14.85%
2012
9.20%10.54%
2011
-3.52%-5.89%
2010
10.72%12.27%
2009
21.24%19.80%
2008
-20.67%-20.02%
2007
1.26%3.46%
2006
9.94%8.79%
2005
16.97%17.77%
2004
7.78%9.82%
2003
16.53%16.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.20%5.07%N/AN/A
2020-20.11%13.61%0.13%9.82%
20196.34%3.23%2.24%2.07%
2018-4.92%6.05%1.90%-9.13%
20173.76%0.88%1.05%3.90%
20160.82%3.53%9.50%4.60%
20155.23%-3.40%-6.72%5.18%
2014-0.57%2.26%0.79%2.46%
20138.84%-0.82%3.43%3.55%
20125.11%-3.24%5.10%2.16%
20111.39%0.03%-9.72%5.38%
20105.13%-8.70%8.47%6.34%
2009-8.54%10.53%16.90%2.59%
2008-7.32%-1.50%-7.96%-5.59%
2007-0.67%2.24%-1.68%1.41%
20065.62%-4.24%3.63%4.90%
20051.33%3.39%6.55%4.78%
20041.33%0.34%0.95%5.01%
2003-3.26%10.74%3.73%4.86%

Rank in category (by total return)

YTD57
1-month67
3-month69
1-year75
3-year93
5-year88

Load adjusted returns

1-year10.89%
3-year2.21%
5-year6.26%
10-year5.93%