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Discovery Balanced GBP Acc (0P000023ZN.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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200.28-0.26 (-0.13%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.47%
5-year average return-0.18%
Number of years up13
Number of years down4
Best 1-yr total return (12 Jun 2023)27.10%
Worst 1-yr total return (12 Jun 2023)N/A
Best 3-yr total return27.10%
Worst 3-yr total return-1.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000023ZN.LCategory
YTD2.47%0.00%
1-month-0.41%0.00%
3-month-1.44%0.00%
1-year-2.49%0.00%
3-year1.52%0.00%
5-year-0.18%0.00%
10-year2.93%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000023ZN.LCategory
2023
N/AN/A
2022
-12.86%N/A
2021
6.57%N/A
2020
2.70%N/A
2019
11.16%N/A
2018
-8.08%N/A
2017
9.92%N/A
2016
8.27%N/A
2015
2.57%N/A
2014
2.55%N/A
2013
16.07%N/A
2012
9.74%N/A
2011
4.76%N/A
2010
11.89%N/A
2009
27.10%N/A
2008
-26.67%N/A
2007
-0.46%N/A
2006
10.51%N/A
2005
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.03%N/AN/AN/A
2022-5.01%-7.06%-3.10%1.87%
20210.26%3.67%0.58%1.95%
2020-16.54%12.74%1.63%7.40%
20194.43%2.58%1.85%1.88%
2018-3.91%3.26%1.03%-8.30%
20173.17%1.93%1.08%3.40%
2016-0.89%0.36%6.96%1.77%
20154.02%-1.43%-4.50%4.74%
2014-0.68%1.41%-0.15%1.97%
20138.13%-0.27%3.33%4.16%
20124.12%-0.68%4.63%1.42%
20111.74%1.71%-4.03%5.49%
20104.74%-3.97%6.56%4.39%
2009-7.52%13.82%16.06%4.03%
2008-7.24%-1.03%-7.79%-13.37%
20071.32%0.23%-1.17%-0.82%
20065.46%-2.61%3.73%3.74%
20052.38%4.11%3.11%N/A

Rank in category (by total return)

YTD59
1-month69
3-month76
1-year80
3-year93
5-year97

Load adjusted returns

1-year-8.63%
3-year-0.32%
5-year-1.16%
10-year2.04%