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TM Oak (0P000023X9.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,954.62-23.62 (-1.19%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.90%
5-year average return2.71%
Number of years up16
Number of years down4
Best 1-yr total return (3 May 2024)27.59%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return27.59%
Worst 3-yr total return-2.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000023X9.LCategory
YTD4.32%0.00%
1-month1.91%0.00%
3-month4.32%0.00%
1-year9.60%0.00%
3-year-0.76%0.00%
5-year3.88%0.00%
10-year6.22%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000023X9.LCategory
2024
N/AN/A
2023
6.93%N/A
2022
-14.05%N/A
2021
1.86%N/A
2020
13.88%N/A
2019
15.30%N/A
2018
-3.85%N/A
2017
7.42%N/A
2016
21.53%N/A
2015
4.04%N/A
2014
9.73%N/A
2013
14.25%N/A
2012
10.25%N/A
2011
-7.88%N/A
2010
20.10%N/A
2009
27.59%N/A
2008
-24.91%N/A
2007
19.77%N/A
2006
14.36%N/A
2005
22.73%N/A
2004
10.87%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.32%N/AN/AN/A
20231.78%1.27%-2.31%6.20%
2022-5.24%-8.80%1.40%-1.93%
2021-0.08%4.39%-1.30%-1.06%
2020-10.34%15.63%3.10%6.54%
20196.01%5.33%2.24%1.00%
2018-3.46%6.12%1.56%-7.59%
20173.68%0.40%-0.24%3.43%
20163.08%6.27%8.50%2.25%
20156.00%-3.80%-4.87%7.25%
20140.46%2.24%2.72%4.00%
201312.16%-1.17%0.72%2.34%
20127.13%-2.35%4.78%0.57%
20110.50%-0.77%-11.65%4.56%
20107.16%-6.89%8.60%10.84%
2009-4.22%6.62%17.33%6.49%
2008-6.01%1.80%-13.97%-8.78%
20073.46%6.88%3.78%4.36%
200610.19%-5.22%2.21%7.12%
20052.96%4.44%8.45%5.24%
20041.17%1.20%1.57%6.62%
20037.95%N/AN/AN/A

Rank in category (by total return)

YTD51
1-month91
3-month51
1-year63
3-year97
5-year80

Load adjusted returns

1-year3.02%
3-year-2.79%
5-year2.60%
10-year5.57%