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SPW Progressive Portfolio Q Acc (0P0001KCAB.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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130.90-0.80 (-0.61%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.81%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 May 2024)16.45%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return16.45%
Worst 3-yr total return5.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001KCAB.LCategory
YTD4.92%0.00%
1-month3.28%0.00%
3-month4.92%0.00%
1-year12.21%0.00%
3-year5.87%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
0P0001KCAB.LCategory
2024
N/AN/A
2023
9.08%N/A
2022
-7.22%N/A
2021
16.45%N/A
2020
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.92%N/AN/AN/A
20231.99%1.61%-0.17%5.43%
2022-1.20%-6.34%-0.95%1.23%
20214.21%5.38%2.30%3.66%
20207.84%N/AN/AN/A

Rank in category (by total return)

YTD35
1-month16
3-month35
1-year27
3-year14
5-yearN/A

Load adjusted returns

1-year12.21%
3-year5.87%
5-yearN/A
10-yearN/A