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Performance

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5 year at least   %

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Ratio

Volatility
 

Volatility

Volatility is a measure of risk which shows how the returns of a fund fluctuate relative to its average returns. The more returns fluctuate, the more likely you are to buy or sell during a peak or trough, so more volatile funds tend to be considered a riskier bet.

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Sharpe Ratio
 

Sharpe Ratio

Sharpe Ratio is a measure which shows how much a fund has returned over and above the returns available from a risk free investment, ultimately showing you how much a fund has returned ‘per unit of risk’ taken.

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Fund performance league table: 76 funds

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76 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]S&W AcaciaS&W Fund Administration Ltd
70
1,520.001.660.240.077.5
2[+]S&W AlligatorS&W Fund Administration Ltd
75
193.100.950.827.931.6
3[+]S&W Aurinko AccS&W Fund Administration Ltd
59
1,969.001.331.425.049.3
4[+]S&W BarroS&W Fund Administration Ltd
44
92.3997.180.97-1.74.76.9
5[+]S&W BayS&W Fund Administration Ltd
79
1,357.001.83-5.122.551.8
6[+]S&W Beamish IncS&W Fund Administration Ltd
56
109.600.11-2.1-3.0-3.2
7[+]S&W BeechS&W Fund Administration Ltd
55
1,336.001.820.014.330.8
8[+]S&W Brighton RockS&W Fund Administration Ltd
69
134.000.687.329.551.4
9[+]S&W Bryn Siriol IncS&W Fund Administration Ltd
77
182.20182.200.800.426.839.8
10[+]S&W Charity Value and Income AccS&W Fund Administration Ltd
80
134.40135.104.091.438.976.2
11[+]S&W DeucalionS&W Fund Administration Ltd
61
2,102.000.165.734.948.1
12[+]S&W DevonshireS&W Fund Administration Ltd
65
407.90458.501.28-7.225.415.1
13[+]S&W Eagle AccS&W Fund Administration Ltd
67
255.20255.200.431.623.539.5
14[+]S&W Emerging Markets Value BS&W Fund Administration Ltd
107
74.864.00-27.9n/an/a
15[+]S&W Endeavour II AccS&W Fund Administration Ltd
55
198.300.593.720.227.5
16[+]S&W Enterprise TrustS&W Fund Administration Ltd
78
168.50168.501.970.813.029.1
17[+]S&W FollaS&W Fund Administration Ltd
70
2,005.001.110.017.021.7
18[+]S&W Forest AccS&W Fund Administration Ltd
73
246.700.932.030.547.9
19[+]S&W GreylagS&W Fund Administration Ltd
85
153.700.926.031.157.2
20[+]S&W HeadwayS&W Fund Administration Ltd
52
123.300.161.413.225.2
21[+]S&W Innovation B 2000S&W Fund Administration Ltd
70
1,596.000.171.937.250.3
22[+]S&W Jay IncS&W Fund Administration Ltd
55
161.100.366.238.052.5
23[+]S&W Jetwave AccS&W Fund Administration Ltd
54
195.80213.602.584.229.145.3
24[+]S&W Knotts Investment IncS&W Fund Administration Ltd
66
142.002.081.323.847.4
25[+]S&W LancasterS&W Fund Administration Ltd
68
78.7685.790.871.016.330.8
26[+]S&W LanghamS&W Fund Administration Ltd
48
1,105.001,164.000.00-7.53.06.8
27[+]S&W MagnumS&W Fund Administration Ltd
64
368.50389.901.672.439.257.0
28[+]S&W MarathonS&W Fund Administration Ltd
54
184.50195.201.644.827.344.7
29[+]S&W MFS&W Fund Administration Ltd
58
136.800.737.324.839.2
30[+]S&W Millbank DoverS&W Fund Administration Ltd
69
927.693.93-0.234.662.5
31[+]S&W Millbank East RiverS&W Fund Administration Ltd
51
15,432.001.40-4.213.727.4
32[+]S&W Millbank PeapodS&W Fund Administration Ltd
51
166.491.37-4.213.628.0
33[+]S&W MillenniumS&W Fund Administration Ltd
72
1,173.002.11-4.27.224.0
34[+]S&W MilneS&W Fund Administration Ltd
54
143.000.97-0.412.315.3
35[+]S&W New Sarum Real Return BS&W Fund Administration Ltd
47
107.001.22-1.8n/an/a
36[+]S&W NortonS&W Fund Administration Ltd
62
2,116.001.00-1.224.041.4
37[+]S&W Orchard AccS&W Fund Administration Ltd
73
244.90244.900.691.829.646.4
38[+]S&W Pendennis AccS&W Fund Administration Ltd
66
2,159.001.130.925.942.0
39[+]S&W Plain AndrewsS&W Fund Administration Ltd
49
137.50137.500.96-2.29.719.2
40[+]S&W Revera UK Dynamic RetS&W Fund Administration Ltd
72
174.800.728.167.399.5
41[+]S&W SardascaS&W Fund Administration Ltd
39
137.200.97-1.98.922.5
42[+]S&W Securities AccS&W Fund Administration Ltd
79
218.30218.300.658.436.164.8
43[+]S&W Skye IncS&W Fund Administration Ltd
82
212.50224.901.668.674.8121.1
44[+]S&W SmithfieldS&W Fund Administration Ltd
77
142.701.840.437.361.0
45[+]S&W Smithfield Alternative InvestmentS&W Fund Administration Ltd
n/a
98.330.00n/an/an/a
46[+]S&W Staffordshire PortfolioS&W Fund Administration Ltd
79
203.102.07-1.011.228.8
47[+]S&W Starhunter Managed AccS&W Fund Administration Ltd
56
297.70317.500.071.215.527.6
48[+]S&W Sylvan Alder InvestS&W Fund Administration Ltd
64
1,822.001.417.831.151.6
49[+]S&W Sylvan BeechS&W Fund Administration Ltd
63
2,167.001.5512.764.991.2
50[+]S&W Sylvan BromfieldS&W Fund Administration Ltd
78
1,911.001.148.129.457.3
51[+]S&W Sylvan Global OpportunitiesS&W Fund Administration Ltd
77
304.601.337.831.254.0
52[+]S&W Sylvan HornbeamS&W Fund Administration Ltd
71
2,798.002.514.130.355.2
53[+]S&W The Chiswick AccS&W Fund Administration Ltd
54
96.130.00n/an/an/a
54[+]S&W The Dinky B AccS&W Fund Administration Ltd
41
109.400.219.6n/an/a
55[+]S&W The Headspring B AccS&W Fund Administration Ltd
58
102.000.00n/an/an/a
56[+]S&W The Magpie B AccS&W Fund Administration Ltd
82
113.200.337.8n/an/a
57[+]S&W The Nectar B AccS&W Fund Administration Ltd
60
104.900.00n/an/an/a
58[+]S&W The SBB AccS&W Fund Administration Ltd
71
135.201.229.933.1n/a
59[+]S&W The Touchstone B AccS&W Fund Administration Ltd
67
111.002.005.3n/an/a
60[+]S&W ThoroughbredS&W Fund Administration Ltd
65
353.40373.000.000.628.348.4
61[+]S&W Witch GeneralS&W Fund Administration Ltd
69
209.20221.000.762.627.449.2
62[+]S&W WorldwideS&W Fund Administration Ltd
37
133.70144.500.560.618.530.6
63[+]SVS TPI Aggressive 1 A IncS&W Fund Administration Ltd
84
93.820.00n/an/an/a
64[+]SVS TPI Balanced 1 A AccS&W Fund Administration Ltd
59
96.210.00n/an/an/a
65[+]SVS TPI Balanced 2 A IncS&W Fund Administration Ltd
56
93.470.00n/an/an/a
66[+]SVS TPI Balanced 3 A AccS&W Fund Administration Ltd
50
96.510.00n/an/an/a
67[+]SVS TPI Cautious 1 A AccS&W Fund Administration Ltd
43
95.990.00n/an/an/a
68[+]SVS TPI Cautious 2 Income A AccS&W Fund Administration Ltd
31
98.120.00n/an/an/a
69[+]SVS TPI Cautious 3 A IncS&W Fund Administration Ltd
43
94.520.00n/an/an/a
70[+]SVS TPI Cautious 4 A AccS&W Fund Administration Ltd
49
98.210.00n/an/an/a
71[+]SVS TPI Cautious 5 Income A AccS&W Fund Administration Ltd
50
98.110.00n/an/an/a
72[+]SVS TPI Defensive 2 A IncS&W Fund Administration Ltd
19
99.040.00n/an/an/a
73[+]SVS TPI Growth 1 A AccS&W Fund Administration Ltd
65
94.920.00n/an/an/a
74[+]SVS TPI Growth 2 A IncS&W Fund Administration Ltd
70
92.450.00n/an/an/a
75[+]The Dream Trust IncS&W Fund Administration Ltd
49
112.60121.901.301.413.133.5

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.