UK markets closed

Brandes US Value A GBP (0P00000YDK.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
3,809.00-29.00 (-0.76%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.75%
5-year average return11.22%
Number of years up14
Number of years down4
Best 1-yr total return (2 May 2024)39.85%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return39.85%
Worst 3-yr total return6.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000YDK.LCategory
YTD12.73%0.00%
1-month5.87%0.00%
3-month12.73%0.00%
1-year21.53%0.00%
3-year12.64%0.00%
5-year12.96%0.00%
10-year12.56%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000YDK.LCategory
2024
N/AN/A
2023
4.31%N/A
2022
8.45%N/A
2021
26.62%N/A
2020
3.35%N/A
2019
16.32%N/A
2018
-0.87%N/A
2017
4.07%N/A
2016
39.85%N/A
2015
0.92%N/A
2014
19.29%N/A
2013
34.32%N/A
2012
10.83%N/A
2011
-1.37%N/A
2010
19.44%N/A
2009
20.12%N/A
2008
-39.50%N/A
2007
-17.59%N/A
2006
12.79%N/A
2005
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.73%N/AN/AN/A
2023-3.25%2.35%1.31%3.97%
20224.03%-5.17%2.53%7.21%
202112.97%2.83%2.23%6.62%
2020-19.68%15.22%-2.31%14.31%
20195.55%6.32%4.38%-0.71%
2018-5.60%7.62%7.03%-8.84%
20171.86%-0.10%-1.14%3.45%
20163.16%9.20%8.73%14.17%
20153.90%-5.94%-3.12%6.59%
20143.30%0.82%5.44%8.63%
201324.20%4.48%-1.14%4.69%
20129.45%-2.53%2.24%1.62%
20113.85%-2.75%-14.76%14.57%
201013.65%-11.36%5.74%12.12%
2009-14.65%6.87%29.35%1.81%
2008-13.22%-14.13%-2.60%-16.64%
2007-2.20%6.75%-10.78%-11.52%
20069.29%-6.15%7.70%2.10%
2005-3.31%N/AN/AN/A

Rank in category (by total return)

YTD10
1-month29
3-month10
1-year24
3-year24
5-year22

Load adjusted returns

1-year11.99%
3-year9.62%
5-year11.13%
10-year11.64%