UK Markets closed

The Pendennis GBP Inc (0P00002B54.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
33.73+0.07 (+0.21%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up10
Number of years down3
Best 1-yr total return (Invalid Date)18.35%
Worst 1-yr total return (Invalid Date)-13.82%
Best 3-yr total return18.35%
Worst 3-yr total return5.13%

Trailing returns (%) vs. Benchmarks

Return0P00002B54.LCategory
YTD-7.97%0.00%
1-month-3.22%0.00%
3-month-3.58%0.00%
1-year-2.30%0.00%
3-year6.83%0.00%
5-year8.87%0.00%
10-year8.43%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002B54.LCategory
2021
N/AN/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
20211.03%4.60%N/AN/A
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)

YTD72
1-month47
3-month60
1-year71
3-year10
5-year8

Load adjusted returns

1-year6.92%
3-year6.88%
5-year8.73%
10-year7.90%