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WS Verbatim Portfolio 7 Fund A Acc (0P0000N7BD.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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218.52-0.29 (-0.13%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up7
Number of years down3
Best 1-yr total return (Invalid Date)18.22%
Worst 1-yr total return (Invalid Date)-11.06%
Best 3-yr total return18.22%
Worst 3-yr total return2.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000N7BD.LCategory
YTD10.32%4.05%
1-month2.14%0.96%
3-month3.46%4.05%
1-year20.22%17.76%
3-year5.88%8.14%
5-year8.55%8.79%
10-year7.63%5.40%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000N7BD.LCategory
2021
N/AN/A
2020
3.94%N/A
2019
14.29%N/A
2018
-9.06%N/A
2017
13.12%N/A
2016
18.22%N/A
2015
-0.84%2.29%
2014
3.17%5.14%
2013
13.97%14.85%
2012
13.47%10.54%
2011
-11.06%-5.89%
2010
N/A12.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.90%4.51%N/AN/A
2020-19.11%14.58%2.51%9.41%
20196.15%4.89%1.05%1.58%
2018-5.47%4.31%0.69%-8.40%
20175.33%1.63%0.62%5.02%
20160.79%3.54%10.62%2.40%
20155.83%-2.98%-8.17%5.17%
2014-0.93%2.25%1.02%0.82%
201310.41%-2.53%3.45%2.37%
20128.12%-4.30%5.85%3.61%
2011-0.43%-0.22%-12.17%1.93%
2010-7.24%9.22%9.48%N/A

Rank in category (by total return)

YTD53
1-month72
3-month83
1-year55
3-year81
5-year80

Load adjusted returns

1-year15.69%
3-year4.17%
5-year7.39%
10-year5.85%