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The Pendennis (0P00002B8T.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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4,569.00+100.00 (+2.24%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.86%
5-year average return7.89%
Number of years up14
Number of years down4
Best 1-yr total return (26 Apr 2024)18.56%
Worst 1-yr total return (26 Apr 2024)N/A
Best 3-yr total return18.56%
Worst 3-yr total return3.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00002B8T.LCategory
YTD8.31%0.00%
1-month3.52%0.00%
3-month8.31%0.00%
1-year17.88%0.00%
3-year7.06%0.00%
5-year8.68%0.00%
10-year8.30%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002B8T.LCategory
2024
N/AN/A
2023
14.12%N/A
2022
-9.55%N/A
2021
10.89%N/A
2020
11.21%N/A
2019
18.35%N/A
2018
-3.30%N/A
2017
12.58%N/A
2016
15.81%N/A
2015
0.61%N/A
2014
9.39%N/A
2013
15.76%N/A
2012
8.39%N/A
2011
-5.46%N/A
2010
14.19%N/A
2009
18.56%N/A
2008
-14.46%N/A
2007
0.18%N/A
2006
11.05%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.31%N/AN/AN/A
20234.85%0.95%0.36%7.43%
2022-5.09%-6.88%-1.85%4.27%
20211.03%4.60%-0.31%5.26%
2020-11.81%15.23%3.81%5.41%
20197.61%4.33%3.33%2.02%
2018-3.23%5.22%4.42%-9.06%
20174.92%1.48%1.49%4.19%
20161.78%4.80%6.31%2.14%
20154.87%-4.59%-3.64%4.35%
20141.94%2.00%1.27%3.88%
201310.07%-1.00%2.91%3.23%
20126.08%-4.04%4.18%2.20%
2011-1.17%0.25%-7.95%3.66%
20105.05%-4.41%5.10%8.19%
2009-3.58%4.17%13.03%4.43%
2008-1.63%0.95%-7.28%-7.10%
2007-5.52%2.44%2.24%1.24%
20062.70%-3.66%2.22%9.80%

Rank in category (by total return)

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

Load adjusted returns

1-year9.04%
3-year4.31%
5-year7.00%
10-year7.46%