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Witan Investment Trust (WIT.NZ)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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990.00-11.00 (-1.10%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up40
Number of years down12
Best 1-yr total return (Invalid Date)28.63%
Worst 1-yr total return (Invalid Date)-23.55%
Best 3-yr total return28.63%
Worst 3-yr total return-2.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWIT.NZCategory
YTD-9.58%6.49%
1-month0.54%1.34%
3-month5.18%6.49%
1-year-5.04%11.04%
3-year2.01%2.69%
5-year9.60%6.63%
10-year9.27%2.24%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
WIT.NZCategory
2020
N/AN/A
2019
21.85%N/A
2018
-8.62%N/A
2017
18.86%N/A
2016
23.57%N/A
2015
5.73%-2.30%
2014
7.07%1.15%
2013
28.63%22.85%
2012
15.13%14.03%
2011
-9.70%-10.81%
2010
18.93%9.13%
2009
26.11%32.73%
2008
-23.55%-42.85%
2007
7.45%10.81%
2006
12.60%21.38%
2005
22.73%8.20%
2004
10.17%13.37%
2003
19.57%33.21%
2002
-26.85%-19.20%
2001
-16.33%-19.52%
2000
-5.75%-13.04%
1999
34.45%27.36%
1998
15.40%20.85%
1997
21.23%9.15%
1996
10.50%13.43%
1995
18.40%14.42%
1994
-5.38%0.41%
1993
31.08%24.91%
1992
23.36%-3.88%
1991
20.71%10.57%
1990
-18.63%-5.68%
1989
36.59%22.52%
1988
11.60%9.44%
1987
-8.55%4.96%
1986
34.10%39.48%
1985
15.31%61.14%
1984
17.86%-4.96%
1983
36.60%18.28%
1982
24.66%6.55%
1981
10.83%-5.56%
1980
45.62%15.76%
1979
-4.29%12.11%
1978
13.62%18.46%
1977
10.33%11.86%
1976
11.05%15.59%
1975
60.41%24.49%
1974
-39.34%-5.16%
1973
-34.96%-1.84%
1972
8.63%21.22%
1971
9.48%12.26%
1970
10.47%4.55%
1969
11.69%N/A
1968
13.28%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-25.70%N/AN/AN/A
20199.00%4.67%1.70%5.02%
2018-5.03%6.65%2.50%-11.98%
20177.29%2.82%2.19%5.43%
20162.25%5.30%9.45%4.85%
20158.01%-2.68%-5.93%6.94%
20140.51%0.59%1.33%4.51%
201317.03%-0.33%4.08%5.94%
201211.35%-5.75%5.79%3.70%
20112.04%1.78%-18.00%6.03%
201010.86%-11.50%11.80%8.43%
2009-8.71%8.51%23.99%2.68%
2008-8.70%-2.72%-9.11%-5.28%
20073.67%2.74%0.25%0.63%
20068.71%-4.73%3.68%4.87%
20053.11%3.73%8.73%5.54%
20041.22%1.51%0.23%6.98%
2003-5.79%13.42%3.98%7.62%
20023.16%-12.75%-21.44%3.44%
2001-8.76%2.62%-18.99%10.30%
20002.06%-0.27%-0.51%-6.94%
19997.69%5.76%-4.17%23.18%
199813.87%2.54%-14.72%15.90%
19976.27%7.98%8.44%-2.57%
19964.49%2.57%3.33%-0.22%
1995-2.07%6.36%8.74%4.53%
1994-3.62%-6.39%5.55%-0.65%
19936.75%1.50%7.47%12.57%
19923.66%-0.63%1.90%17.52%
199119.92%-0.89%6.62%-4.74%
1990-4.36%2.71%-20.16%3.74%
198915.54%6.14%8.01%3.13%
198811.65%-3.60%1.85%0.19%
198715.10%14.10%7.76%-35.38%
198620.60%3.98%0.85%6.04%
1985-3.03%-5.09%0.95%12.43%
19843.62%-7.74%14.20%7.96%
198311.48%18.04%-1.73%4.80%
1982-5.36%-0.32%10.36%19.74%
19816.78%10.55%-11.82%6.47%
19801.83%15.14%13.51%9.41%
19799.05%-10.03%7.13%-8.93%
19789.45%9.45%6.70%-7.09%
19772.50%8.43%3.05%-3.66%
19766.86%0.00%-2.68%6.78%
197535.07%18.65%-9.18%10.21%
197410.59%-17.08%-26.49%10.59%
1973-15.32%-6.11%-1.76%-16.72%
1972N/AN/AN/AN/A
1971N/AN/AN/AN/A
1970N/AN/AN/AN/A
1969N/AN/AN/AN/A
1968N/AN/AN/AN/A

Rank in category (by total return)

YTD97
1-month41
3-month16
1-year90
3-year88
5-year78

Load adjusted returns

1-year-5.04%
3-year2.01%
5-year9.60%
10-year9.27%