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Rathbone Dragon Trust £ Acc (0P0000259U.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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333.56+1.48 (+0.45%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.37%
5-year average return6.32%
Number of years up17
Number of years down7
Best 1-yr total return (28 Jun 2024)22.98%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return22.98%
Worst 3-yr total return-0.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000259U.LCategory
YTD7.93%0.00%
1-month0.67%0.00%
3-month4.43%0.00%
1-year13.50%0.00%
3-year0.34%0.00%
5-year6.48%0.00%
10-year7.49%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000259U.LCategory
2024
N/AN/A
2023
4.18%N/A
2022
-14.93%N/A
2021
12.32%N/A
2020
18.75%N/A
2019
18.05%N/A
2018
-7.15%N/A
2017
18.24%N/A
2016
17.89%N/A
2015
1.59%N/A
2014
5.53%N/A
2013
18.70%N/A
2012
3.22%N/A
2011
-3.19%N/A
2010
14.01%N/A
2009
22.98%N/A
2008
-17.90%N/A
2007
6.79%N/A
2006
9.59%N/A
2005
18.85%N/A
2004
6.43%N/A
2003
17.14%N/A
2002
-18.20%N/A
2001
-9.07%N/A
2000
-8.86%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.82%N/AN/AN/A
2023-0.54%0.55%0.89%3.26%
2022-8.26%-7.92%-1.87%2.63%
20213.12%5.14%2.91%0.66%
2020-15.43%20.04%3.99%12.48%
20197.61%5.36%0.14%3.97%
2018-5.00%7.59%1.95%-10.90%
20177.52%2.54%2.55%4.58%
2016-0.61%4.95%10.70%2.10%
20154.43%-1.97%-5.31%4.79%
2014-0.10%1.29%2.01%2.23%
20138.51%-4.27%5.48%8.33%
20124.84%-3.97%3.03%-0.49%
20111.32%0.54%-8.48%3.83%
20105.44%-8.87%9.45%8.41%
2009-4.88%7.93%15.17%4.02%
2008-5.68%-0.62%-9.69%-3.01%
20070.82%7.01%-2.39%1.40%
20066.06%-3.72%1.60%5.64%
20051.44%4.99%6.48%4.81%
20040.83%-0.27%0.13%5.70%
2003-4.22%11.27%4.31%5.37%
20020.62%-9.25%-12.61%2.51%
2001-5.77%2.39%-12.80%8.07%
20003.84%-5.13%-3.17%-4.45%

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year4.42%
3-year-2.41%
5-year4.72%
10-year6.60%