UK markets closed

Liontrust US Opportunities B Acc GBP (0P00000WXZ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
1,014.49+7.93 (+0.79%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.96%
5-year average return12.23%
Number of years up16
Number of years down5
Best 1-yr total return (23 Apr 2024)37.57%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return37.57%
Worst 3-yr total return3.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000WXZ.LCategory
YTD11.98%0.00%
1-month2.97%0.00%
3-month11.98%0.00%
1-year31.23%0.00%
3-year9.69%0.00%
5-year13.54%0.00%
10-year13.23%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000WXZ.LCategory
2024
N/AN/A
2023
15.98%N/A
2022
-16.98%N/A
2021
27.31%N/A
2020
23.28%N/A
2019
27.76%N/A
2018
0.75%N/A
2017
16.97%N/A
2016
17.06%N/A
2015
4.26%N/A
2014
9.76%N/A
2013
37.57%N/A
2012
5.81%N/A
2011
-8.90%N/A
2010
16.31%N/A
2009
22.19%N/A
2008
-12.61%N/A
2007
27.52%N/A
2006
-0.12%N/A
2005
38.97%N/A
2004
-1.94%N/A
2003
7.85%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.98%N/AN/AN/A
2023-1.03%7.07%-1.40%11.01%
2022-6.65%-11.93%5.49%-4.27%
20214.01%9.86%3.09%8.08%
2020-13.41%22.11%5.68%10.32%
201914.57%6.65%3.18%1.34%
2018-4.12%14.21%8.28%-15.03%
20176.30%1.37%1.73%6.72%
2016-6.69%8.23%8.17%7.16%
201511.55%-7.47%-7.39%9.06%
2014-1.49%3.33%3.03%4.67%
201321.64%1.80%8.11%2.77%
20128.40%-4.79%6.68%-3.90%
2011-2.62%-3.00%-10.43%7.68%
20108.15%-9.53%4.96%13.25%
20091.89%2.04%16.28%1.06%
2008-16.67%6.99%-12.40%11.90%
20076.74%3.70%6.52%8.15%
20068.87%-12.69%-1.65%6.84%
20057.83%8.07%13.29%5.26%
2004-1.25%0.76%-3.14%1.75%
20031.56%3.16%1.50%1.42%

Rank in category (by total return)

YTD51
1-month29
3-month51
1-year55
3-year67
5-year66

Load adjusted returns

1-year31.23%
3-year9.69%
5-year13.54%
10-year13.23%