compare to UK all equities index fund | ||
---|---|---|
Annualized Return | 8.2% | |
Annualized Volatility | 16.0% | |
Avg Actions (Trades) Per Year | 0 (0) |
If the main chart does not exactly match the stats in the boxes above, this is because the chart only shows month end values, whereas the stats are generated using portfolio values at the end of every single day.
% Profitable Months = 60.0% Best Month Return = 20.0% Worst Month Return = -6.8%
YEAR | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OVERALL |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | 1.1% | 2.9% | 5.3% | 1.8% | 11.5% | ||||||||
2020 | 4.5% | -2.2% | -6.2% | 4.4% | 1.9% | 0.9% | 1.0% | -2.3% | -0.4% | 1.6% | 4.9% | 9.8% | 18.4% |
2019 | 2.4% | -0.2% | 2.2% | 0.2% | 1.6% | 2.4% | 1.4% | 1.6% | -2.5% | -1.6% | -2.7% | -0.4% | 4.4% |
2018 | -4.3% | 0.8% | -5.7% | 6.1% | -0.8% | -3.4% | 4.4% | -1.7% | -1.0% | -2.5% | -0.2% | -2.4% | -10.8% |
2017 | -0.0% | 6.9% | -1.3% | 1.9% | 9.6% | 1.2% | 2.2% | 11.6% | -4.9% | 7.9% | 7.1% | 9.5% | 63.5% |
2016 | -0.8% | 4.3% | -0.4% | 1.1% | 1.9% | 13.5% | 2.5% | -1.3% | 1.3% | 4.0% | -4.4% | 5.4% | 29.4% |
2015 | 4.5% | -1.9% | 1.3% | -0.9% | 1.2% | -4.1% | 2.0% | -1.4% | -0.4% | 2.3% | -0.8% | 2.1% | 3.6% |
2014 | 1.5% | -1.0% | -2.7% | -0.9% | 4.0% | 1.0% | -1.4% | 1.2% | -4.5% | 0.0% | 3.3% | -0.1% | 0.1% |
2013 | 8.0% | 10.1% | 17.7% | 12.5% | -1.9% | -6.8% | 4.3% | 0.3% | 0.1% | 9.2% | 20.0% | 2.8% | 103.0% |
2012 | 8.1% | -3.5% | -0.4% | -1.2% | -0.0% | 1.1% | 1.1% | 0.1% | 2.4% | -1.4% | 2.4% | 0.7% | 9.3% |
2011 | -2.2% | 2.5% | 4.4% | 4.6% |