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The Pendennis (0P00002B54.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,566.00-94.00 (-2.57%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.52%
5-year average return7.54%
Number of years up12
Number of years down4
Best 1-yr total return (19 Apr 2024)18.35%
Worst 1-yr total return (19 Apr 2024)N/A
Best 3-yr total return18.35%
Worst 3-yr total return3.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00002B54.LCategory
YTD8.33%0.00%
1-month3.54%0.00%
3-month8.33%0.00%
1-year17.95%0.00%
3-year6.85%0.00%
5-year8.54%0.00%
10-year8.24%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002B54.LCategory
2024
N/AN/A
2023
14.12%N/A
2022
-10.11%N/A
2021
10.92%N/A
2020
11.15%N/A
2019
18.35%N/A
2018
-3.30%N/A
2017
12.58%N/A
2016
15.84%N/A
2015
0.58%N/A
2014
9.52%N/A
2013
15.75%N/A
2012
8.38%N/A
2011
-5.43%N/A
2010
14.12%N/A
2009
18.16%N/A
2008
-13.82%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.33%N/AN/AN/A
20234.81%0.95%0.41%7.42%
2022-5.12%-6.87%-2.49%4.31%
20211.03%4.60%-0.31%5.27%
2020-11.83%15.26%3.80%5.37%
20197.62%4.33%3.32%2.02%
2018-3.25%5.26%4.38%-9.04%
20174.94%1.45%1.49%4.19%
20161.78%4.84%6.32%2.10%
20154.91%-4.64%-3.66%4.36%
20142.04%1.99%1.31%3.88%
201310.07%-1.00%2.91%3.23%
20126.07%-4.04%4.18%2.20%
2011-1.26%0.35%-7.92%3.66%
20105.02%-4.42%5.09%8.18%
2009-1.59%0.85%14.00%4.43%
2008-2.03%0.97%-7.29%-6.03%
20071.17%1.40%N/AN/A

Rank in category (by total return)

YTD1
1-month8
3-month1
1-year2
3-year6
5-year4

Load adjusted returns

1-year9.10%
3-year4.11%
5-year6.86%
10-year7.40%