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Liontrust Income Fund (0P00000GT3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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187.17+1.61 (+0.87%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.36%
5-year average return5.19%
Number of years up16
Number of years down5
Best 1-yr total return (3 May 2024)23.11%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return23.11%
Worst 3-yr total return-0.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000GT3.LCategory
YTD5.36%0.00%
1-month6.55%0.00%
3-month5.36%0.00%
1-year9.17%0.00%
3-year7.99%0.00%
5-year5.25%0.00%
10-year6.11%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000GT3.LCategory
2024
N/AN/A
2023
7.66%N/A
2022
-0.02%N/A
2021
16.60%N/A
2020
-9.34%N/A
2019
14.23%N/A
2018
-4.23%N/A
2017
10.69%N/A
2016
13.38%N/A
2015
5.45%N/A
2014
1.16%N/A
2013
17.13%N/A
2012
10.70%N/A
2011
-6.02%N/A
2010
13.61%N/A
2009
23.11%N/A
2008
-26.44%N/A
2007
5.74%N/A
2006
18.52%N/A
2005
23.74%N/A
2004
18.02%N/A
2003
22.52%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.36%N/AN/AN/A
20233.91%-1.14%1.33%3.43%
20221.93%-7.15%-2.76%8.64%
20215.01%5.25%0.88%4.58%
2020-24.91%13.13%-0.58%7.33%
20196.04%6.17%-1.68%3.20%
2018-5.74%8.30%-0.26%-5.93%
20173.17%0.79%1.57%4.79%
2016-1.36%-1.46%9.92%6.12%
20157.34%-3.47%-6.10%8.38%
2014-3.01%1.32%0.96%1.96%
20139.02%-0.06%1.38%6.05%
20127.82%-0.54%3.01%0.20%
20110.32%1.10%-13.09%6.62%
20103.17%-9.31%12.47%7.96%
2009-11.65%9.24%20.42%5.94%
2008-12.83%0.67%-12.51%-4.18%
20072.57%2.42%-0.96%1.63%
20068.18%-1.56%2.94%8.11%
20053.51%3.90%5.80%8.74%
20043.21%3.55%2.60%7.64%
2003-5.47%18.45%4.14%5.08%

Rank in category (by total return)

YTD5
1-month7
3-month5
1-year32
3-year20
5-year36

Load adjusted returns

1-year9.17%
3-year7.99%
5-year5.25%
10-year6.11%