LO Funds - Swiss Franc Credit Bond (Foreign) MDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | -4.13 | 3.28 | 1.55 | 6.50 | -2.33 | -2.08 | 10.83 | -4.40 |
+/- Category | 0.56 | -1.07 | 1.29 | -0.26 | 1.04 | -1.40 | 0.73 | 0.76 |
+/- Category Index | 0.64 | -2.13 | 0.51 | -1.03 | 2.07 | 1.49 | -1.29 | 0.99 |
% Rank in Category | 10 | 89 | 13 | 61 | 8 | 58 | 42 | 1 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.45 | -0.87 | -0.93 |
1 Week | -0.52 | 0.04 | -0.05 |
1 Month | -0.52 | -0.43 | -0.50 |
3 Months | -1.97 | 0.49 | 0.25 |
6 Months | -0.68 | 0.82 | 0.27 |
YTD | -4.71 | 1.00 | 1.09 |
1 Year | 3.13 | 1.82 | 0.30 |
3 Years Annualised | 1.90 | 0.15 | 0.62 |
5 Years Annualised | 2.31 | 0.52 | 0.51 |
10 Years Annualised | 2.76 | -0.01 | -0.23 |
Category: CHF Bond | |||
Category Index: Morningstar Swzld Core Bd GR CHF |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -4.40 | - | - | - |
2023 | -0.63 | 1.25 | 2.68 | 7.28 |
2022 | -5.74 | -1.82 | 3.81 | 1.91 |
2021 | -6.79 | 1.92 | 1.43 | 1.37 |
2020 | -2.42 | 8.82 | -0.15 | 0.45 |
2019 | -1.45 | 5.88 | 1.62 | -4.23 |
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