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Video
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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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15,877.50
+44.10
(+0.28%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
3.17%
5-year average return
0.00%
Number of years up
3
Number of years down
N/A
Best 1-yr total return (13 Jun 2024)
22.06%
Worst 1-yr total return (13 Jun 2024)
N/A
Best 3-yr total return
22.06%
Worst 3-yr total return
10.19%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001JTWT.L
Category
YTD
5.22%
0.00%
1-month
-0.40%
0.00%
3-month
1.15%
0.00%
1-year
15.08%
0.00%
3-year
8.47%
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
0P0001JTWT.L
Category
2024
N/A
N/A
2023
6.34%
N/A
2022
3.08%
N/A
2021
22.06%
N/A
2020
N/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.16%
N/A
N/A
N/A
2023
-1.55%
0.10%
2.45%
5.33%
2022
1.75%
-4.52%
3.54%
2.47%
2021
8.68%
3.44%
3.46%
4.95%
2020
1.44%
13.39%
N/A
N/A
Rank in category (by total return)
YTD
75
1-month
70
3-month
78
1-year
77
3-year
63
5-year
N/A
Load adjusted returns
1-year
8.28%
3-year
6.29%
5-year
N/A
10-year
N/A
Data disclaimer
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