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Heptagon Yacktman US Equity XG GBP Acc (0P0001JTWT.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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16,451.30-106.90 (-0.65%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.90%
5-year average return0.00%
Number of years up3
Number of years downN/A
Best 1-yr total return (22 May 2024)22.06%
Worst 1-yr total return (22 May 2024)N/A
Best 3-yr total return22.06%
Worst 3-yr total return10.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001JTWT.LCategory
YTD5.64%0.00%
1-month-2.33%0.00%
3-month5.83%0.00%
1-year12.76%0.00%
3-year8.13%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001JTWT.LCategory
2024
N/AN/A
2023
6.34%N/A
2022
3.08%N/A
2021
22.06%N/A
2020
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.16%N/AN/AN/A
2023-1.55%0.10%2.45%5.33%
20221.75%-4.52%3.54%2.47%
20218.68%3.44%3.46%4.95%
20201.44%13.39%N/AN/A

Rank in category (by total return)

YTD62
1-month28
3-month43
1-year70
3-year64
5-yearN/A

Load adjusted returns

1-year6.10%
3-year5.95%
5-yearN/A
10-yearN/A