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

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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806.94+9.04 (+1.13%)
At close: 08:00PM GMT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.00%
5-year average return9.71%
Number of years up15
Number of years down5
Best 1-yr total return (15 Mar 2023)37.57%
Worst 1-yr total return (15 Mar 2023)N/A
Best 3-yr total return37.57%
Worst 3-yr total return3.88%

Trailing returns (%) vs. Benchmarks

Return0P00000WXZ.LCategory
YTD-3.00%0.00%
1-month-8.45%0.00%
3-month-4.35%0.00%
1-year-7.03%0.00%
3-year13.95%0.00%
5-year9.71%0.00%
10-year11.10%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000WXZ.LCategory
2022
-15.97%N/A
2021
23.84%N/A
2020
21.06%N/A
2019
29.09%N/A
2018
2.80%N/A
2017
18.24%N/A
2016
9.77%N/A
2015
5.89%N/A
2014
9.65%N/A
2013
39.11%N/A
2012
8.06%N/A
2011
-11.35%N/A
2010
13.58%N/A
2009
23.59%N/A
2008
-2.15%N/A
2007
28.46%N/A
2006
1.52%N/A
2005
0.00%N/A
2004
0.00%N/A
2003
0.00%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-6.39%-11.69%5.79%-4.00%
20214.34%10.17%3.38%8.38%
2020-13.13%22.49%6.01%10.66%
201914.93%7.00%3.51%1.66%
2018-3.82%14.56%8.62%-14.76%
20176.61%1.67%2.05%7.05%
2016-6.42%8.55%8.49%7.48%
201511.88%-7.20%-7.11%9.38%
2014-1.20%3.63%3.33%4.98%
201322.00%2.09%8.42%3.07%
20128.73%-4.51%7.00%-3.62%
2011-2.34%-2.71%-10.16%8.00%
20108.46%-9.27%5.26%13.57%
20092.17%2.32%16.60%1.33%
2008-16.42%7.31%-12.15%12.22%
20077.13%4.06%6.89%8.52%
20069.32%-12.32%-1.23%7.23%
20057.83%8.07%13.77%5.71%
2004-1.25%0.76%-3.14%1.75%
20031.56%3.16%1.50%1.42%

Rank in category (by total return)

YTD90
1-month52
3-month30
1-year51
3-year36
5-year52

Load adjusted returns

1-year-5.21%
3-year11.41%
5-year10.92%
10-year12.15%