Data as at: 07/12/2023
|Return type||1 year||3 years||5 years||10 years|
|Scottish Mortgage Investment Trust||Share price total return||-2.5||-33.5||58.7||297.2|
|Global AIC sector||Share price total return||2.6||-12.7||51.0||202.8|
|Scottish Mortgage Investment Trust||NAV total return||4.0||-25.5||82.8||352.5|
|Global AIC sector||NAV total return||7.9||-5.2||67.6||207.7|
|Morningstar Developed Markets *||Total return||12||25.4||65.8||186.5|
Discrete annual performance (%)
|Return type||07/12/18 - 19||07/12/19 - 20||07/12/20 - 21||07/12/21 - 22||07/12/22 - 23|
|Scottish Mortgage Investment Trust||Share price total return||10.2||116.6||28.8||-47.1||-2.5|
|Scottish Mortgage Investment Trust||NAV total return||13.8||116.2||21.0||-43.3||4.0|
|Morningstar Developed Markets *||Total return||15.6||14.3||22.3||-8.4||12|
* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.
This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.
Data provided by Morningstar.
Company documents provided by FE fundinfo.