LSE - Delayed Quote GBP
WS Blue Whale Growth R Sterling Acc (0P0001BG6K.L)
2.4888
+0.0098
+(0.40%)
As of May 27 at 9:00:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.78% |
| 5y Average Return | 10.02% |
| Number of Years Up | 6 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 29, 2025) | 30.35% |
| Worst 1Y Total Return (May 29, 2025) | -- |
| Best 3Y Total Return | 30.35% |
| Worst 3Y Total Return | 3.14% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001BG6K.L
Category
- YTD
- -10.42%
- 0.00%
- 1-Month
- -0.87%
- 0.00%
- 3-Month
- -16.45%
- 0.00%
- 1-Year
- 1.04%
- 0.00%
- 3-Year
- 11.57%
- 0.00%
- 5-Year
- 9.83%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001BG6K.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -9.63% | -- | -- | -- |
| 2024 | 18.21% | 1.72% | -3.21% | 9.89% |
| 2023 | 8.22% | 6.12% | 1.61% | 11.71% |
| 2022 | -12.79% | -20.22% | 2.01% | 1.75% |
| 2021 | -3.01% | 14.03% | 3.76% | 5.04% |
| 2020 | -8.02% | 24.79% | 7.00% | 2.62% |
| 2019 | 12.81% | 10.65% | 0.57% | 1.42% |
| 2018 | -1.08% | 14.42% | 8.13% | -11.44% |
| 2017 | 2.42% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 79 |
| 1-Month | 36 |
| 3-Month | 91 |
| 1-Year | 35 |
| 3-Year | 5 |
| 5-Year | 26 |
Load Adjusted Returns
| 1-Year | 1.04% |
| 3-Year | 11.57% |
| 5-Year | 9.83% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -1.78% |
| 5y Average Return | 10.02% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Blue Whale Capital LLP (Waystone) |
| Net Assets | -- |
| YTD Return | -10.42% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 11, 2017 |
Fund Summary
Fund Summary Information Not Available
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