Margetts Opes Income Acc (0P00000HM2.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
At close: 02:00PM BST
Performance overview
Morningstar return ratingN/A1
Year-to-date return6.52%
5-year average return3.29%
Number of years up15
Number of years down5
Best 1-yr total return (4 Jul 2024)20.47%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return20.47%
Worst 3-yr total return-0.87%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return0P00000HM2.LCategory
YTD4.91%0.00%
1-month1.15%0.00%
3-month4.17%0.00%
1-year11.36%0.00%
3-year3.70%0.00%
5-year3.89%0.00%
10-year3.98%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%
Annual total return (%) history
Year0P00000HM2.LCategory
2024N/AN/A
20238.94%N/A
2022-9.08%N/A
202112.62%N/A
2020-4.88%N/A
201917.98%N/A
2018-9.83%N/A
20178.23%N/A
20169.72%N/A
20154.11%N/A
20145.02%N/A
201310.54%N/A
201213.67%N/A
2011-2.48%N/A
201012.18%N/A
200920.47%N/A
2008-21.44%N/A
20077.80%N/A
200617.76%N/A
200515.08%N/A
200415.60%N/A
2003N/AN/A
Past quarterly returns (%)
YearQ1Q2Q3Q4
20243.77%N/AN/AN/A
20232.35%0.20%-0.11%6.34%
2022-2.81%-6.89%-3.66%4.29%
20212.18%4.81%0.95%4.17%
2020-22.41%11.78%2.33%7.19%
20197.01%3.66%1.51%4.78%
2018-5.93%4.78%0.93%-9.36%
20174.20%1.71%-0.49%2.62%
20160.42%0.23%8.62%0.37%
20156.41%-2.77%-4.75%5.64%
20141.05%1.57%0.25%2.07%
20138.31%-3.49%3.60%2.09%
20127.11%-1.95%5.01%3.08%
20110.28%0.61%-7.54%4.53%
20104.99%-8.04%9.67%5.94%
2009-9.86%7.63%18.54%4.75%
2008-10.33%-2.53%-6.30%-4.07%
20073.04%3.58%1.10%-0.09%
20067.59%-3.21%5.30%7.39%
20050.79%3.94%5.30%4.32%
20042.75%1.79%1.75%8.62%
20039.47%-0.96%5.83%N/A
Rank in category (by total return)
YTD37
1-month31
3-month13
1-year39
3-year30
5-year79
Load adjusted returns
1-year5.80%
3-year1.94%
5-year2.83%
10-year3.44%
© 2024 Yahoo. All rights reserved.