LO Funds - Swiss Franc Credit Bond (Foreign) NDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | -3.98 | 3.42 | 1.67 | 6.62 | -2.21 | -1.97 | 10.96 | -5.21 |
+/- Category | 0.71 | -0.93 | 1.40 | -0.14 | 1.15 | -1.29 | 0.85 | 1.01 |
+/- Category Index | 0.79 | -1.99 | 0.63 | -0.91 | 2.19 | 1.60 | -1.17 | 1.24 |
% Rank in Category | 8 | 87 | 11 | 56 | 8 | 56 | 40 | 2 |
Trailing Returns (GBP) | 06/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.03 | -0.15 | -0.13 |
1 Week | 0.32 | -0.68 | -0.71 |
1 Month | -0.12 | -0.14 | -0.34 |
3 Months | -2.61 | -0.60 | -0.92 |
6 Months | 1.28 | 0.85 | 0.35 |
YTD | -4.38 | 1.13 | 1.11 |
1 Year | 5.12 | 2.25 | 0.72 |
3 Years Annualised | 1.92 | 0.25 | 0.64 |
5 Years Annualised | 2.71 | 0.67 | 0.64 |
10 Years Annualised* | 2.93 | 0.11 | -0.11 |
Category: CHF Bond | |||
Category Index: Morningstar Swzld Core Bd GR CHF |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -4.37 | - | - | - |
2023 | -0.60 | 1.28 | 2.71 | 7.31 |
2022 | -5.71 | -1.79 | 3.84 | 1.94 |
2021 | -6.76 | 1.94 | 1.46 | 1.40 |
2020 | -2.40 | 8.86 | -0.12 | 0.47 |
2019 | -1.42 | 5.91 | 1.65 | -4.20 |
|
Advertisement |