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Performance

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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 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
77
1,612.001.657.457.793.9
2[+]S&W AlligatorS&W Fund Administration Ltd
79
199.201.365.832.339.0
3[+]S&W Aurinko AccS&W Fund Administration Ltd
59
2,024.001.215.233.657.9
4[+]S&W BarroS&W Fund Administration Ltd
46
94.9799.891.402.711.210.9
5[+]S&W BayS&W Fund Administration Ltd
85
1,454.001.792.738.767.0
6[+]S&W Beamish IncS&W Fund Administration Ltd
56
115.700.103.04.83.6
7[+]S&W BeechS&W Fund Administration Ltd
58
1,412.001.827.323.643.0
8[+]S&W Brighton RockS&W Fund Administration Ltd
71
137.200.4711.036.356.4
9[+]S&W Bryn Siriol IncS&W Fund Administration Ltd
80
193.50193.500.7710.436.753.6
10[+]S&W Charity Value and Income AccS&W Fund Administration Ltd
87
140.10140.904.024.150.692.5
11[+]S&W DeucalionS&W Fund Administration Ltd
56
2,143.000.178.142.853.1
12[+]S&W DevonshireS&W Fund Administration Ltd
68
430.60483.401.20-2.835.120.3
13[+]S&W Eagle AccS&W Fund Administration Ltd
68
270.90270.900.409.533.452.9
14[+]S&W Emerging Markets Value BS&W Fund Administration Ltd
104
88.960.00-7.4n/an/a
15[+]S&W Endeavour II AccS&W Fund Administration Ltd
56
205.800.5410.026.831.2
16[+]S&W Enterprise TrustS&W Fund Administration Ltd
81
172.60172.602.111.820.334.7
17[+]S&W FollaS&W Fund Administration Ltd
75
2,133.001.099.330.534.1
18[+]S&W Forest AccS&W Fund Administration Ltd
75
259.400.9210.739.860.5
19[+]S&W GreylagS&W Fund Administration Ltd
85
159.400.7911.240.467.9
20[+]S&W HeadwayS&W Fund Administration Ltd
50
129.300.347.221.631.3
21[+]S&W Innovation B 2000S&W Fund Administration Ltd
76
1,697.000.1710.850.661.9
22[+]S&W Jay IncS&W Fund Administration Ltd
55
165.700.379.946.961.7
23[+]S&W Jetwave AccS&W Fund Administration Ltd
54
201.60219.902.568.737.453.7
24[+]S&W Knotts Investment IncS&W Fund Administration Ltd
66
147.302.176.034.657.9
25[+]S&W LancasterS&W Fund Administration Ltd
73
83.1090.511.024.728.240.0
26[+]S&W LanghamS&W Fund Administration Ltd
50
1,160.001,221.000.00-0.59.313.2
27[+]S&W MagnumS&W Fund Administration Ltd
70
379.40401.201.277.647.569.0
28[+]S&W MarathonS&W Fund Administration Ltd
56
190.40201.501.639.333.852.9
29[+]S&W MFS&W Fund Administration Ltd
60
140.800.7310.331.545.6
30[+]S&W Millbank DoverS&W Fund Administration Ltd
73
975.613.416.046.483.8
31[+]S&W Millbank East RiverS&W Fund Administration Ltd
54
16,424.001.324.122.938.8
32[+]S&W Millbank PeapodS&W Fund Administration Ltd
54
177.141.304.022.739.5
33[+]S&W MillenniumS&W Fund Administration Ltd
78
1,207.002.24-3.815.230.3
34[+]S&W MilneS&W Fund Administration Ltd
57
153.200.939.523.225.0
35[+]S&W New Sarum Real Return BS&W Fund Administration Ltd
51
113.000.895.1n/an/a
36[+]S&W NortonS&W Fund Administration Ltd
71
2,197.001.025.836.548.4
37[+]S&W Orchard AccS&W Fund Administration Ltd
75
257.00257.000.6810.338.458.5
38[+]S&W Pendennis AccS&W Fund Administration Ltd
66
2,222.001.135.134.451.1
39[+]S&W Plain AndrewsS&W Fund Administration Ltd
52
143.50143.500.792.516.725.9
40[+]S&W Revera UK Dynamic RetS&W Fund Administration Ltd
79
179.801.179.980.0109.1
41[+]S&W SardascaS&W Fund Administration Ltd
42
142.000.902.114.928.4
42[+]S&W Securities AccS&W Fund Administration Ltd
76
223.70223.700.6712.645.974.5
43[+]S&W Skye IncS&W Fund Administration Ltd
91
219.60232.401.8512.593.0131.1
44[+]S&W SmithfieldS&W Fund Administration Ltd
76
152.701.799.451.980.0
45[+]S&W Smithfield Alternative InvestmentS&W Fund Administration Ltd
n/a
98.900.00n/an/an/a
46[+]S&W Staffordshire PortfolioS&W Fund Administration Ltd
83
208.002.22-0.417.834.2
47[+]S&W Starhunter Managed AccS&W Fund Administration Ltd
55
313.00333.700.156.626.034.7
48[+]S&W Sylvan Alder InvestS&W Fund Administration Ltd
68
1,828.001.319.435.255.7
49[+]S&W Sylvan BeechS&W Fund Administration Ltd
72
2,176.001.6815.070.697.2
50[+]S&W Sylvan BromfieldS&W Fund Administration Ltd
83
1,927.001.079.835.361.2
51[+]S&W Sylvan Global OpportunitiesS&W Fund Administration Ltd
82
306.801.209.336.458.1
52[+]S&W Sylvan HornbeamS&W Fund Administration Ltd
78
2,826.002.464.535.664.8
53[+]S&W The Chiswick AccS&W Fund Administration Ltd
57
98.380.00n/an/an/a
54[+]S&W The Dinky B AccS&W Fund Administration Ltd
46
109.300.219.8n/an/a
55[+]S&W The Headspring B AccS&W Fund Administration Ltd
56
106.100.00n/an/an/a
56[+]S&W The Magpie B AccS&W Fund Administration Ltd
90
114.100.329.0n/an/a
57[+]S&W The Nectar B AccS&W Fund Administration Ltd
63
107.300.00n/an/an/a
58[+]S&W The SBB AccS&W Fund Administration Ltd
79
133.701.019.135.0n/a
59[+]S&W The Touchstone B AccS&W Fund Administration Ltd
74
110.101.975.1n/an/a
60[+]S&W ThoroughbredS&W Fund Administration Ltd
69
370.30390.800.006.737.361.8
61[+]S&W Witch GeneralS&W Fund Administration Ltd
73
219.70231.901.328.635.962.2
62[+]S&W WorldwideS&W Fund Administration Ltd
40
139.40150.600.556.328.736.6
63[+]SVS TPI Aggressive 1 A IncS&W Fund Administration Ltd
83
98.250.00n/an/an/a
64[+]SVS TPI Balanced 1 A AccS&W Fund Administration Ltd
59
98.230.00n/an/an/a
65[+]SVS TPI Balanced 2 A IncS&W Fund Administration Ltd
56
96.320.00n/an/an/a
66[+]SVS TPI Balanced 3 A AccS&W Fund Administration Ltd
53
99.200.00n/an/an/a
67[+]SVS TPI Cautious 1 A AccS&W Fund Administration Ltd
43
97.780.00n/an/an/a
68[+]SVS TPI Cautious 2 Income A AccS&W Fund Administration Ltd
35
99.300.00n/an/an/a
69[+]SVS TPI Cautious 3 A IncS&W Fund Administration Ltd
43
96.520.00n/an/an/a
70[+]SVS TPI Cautious 4 A AccS&W Fund Administration Ltd
55
99.900.00n/an/an/a
71[+]SVS TPI Cautious 5 Income A AccS&W Fund Administration Ltd
55
98.940.00n/an/an/a
72[+]SVS TPI Defensive 2 A IncS&W Fund Administration Ltd
19
99.400.00n/an/an/a
73[+]SVS TPI Growth 1 A AccS&W Fund Administration Ltd
64
97.190.00n/an/an/a
74[+]SVS TPI Growth 2 A IncS&W Fund Administration Ltd
70
96.160.00n/an/an/a
75[+]The Dream Trust IncS&W Fund Administration Ltd
52
116.30126.001.285.220.840.3

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 unless otherwise specified.