UK markets closed

TM Balanced Fund A2011 (0P0000HKFG.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
2,257.00+2,234.16 (+9,781.78%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.69%
5-year average return6.78%
Number of years up10
Number of years down2
Best 1-yr total return (14 Jun 2024)17.20%
Worst 1-yr total return (14 Jun 2024)N/A
Best 3-yr total return17.20%
Worst 3-yr total return4.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000HKFG.LCategory
YTD2.68%0.00%
1-month-1.32%0.00%
3-month-0.50%0.00%
1-year11.23%0.00%
3-year1.96%0.00%
5-year7.13%0.00%
10-year6.80%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000HKFG.LCategory
2024
N/AN/A
2023
14.45%N/A
2022
-12.23%N/A
2021
13.73%N/A
2020
12.71%N/A
2019
15.49%N/A
2018
-3.72%N/A
2017
9.16%N/A
2016
11.22%N/A
2015
0.33%N/A
2014
7.59%N/A
2013
17.20%N/A
2012
8.40%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.72%N/AN/AN/A
20233.91%3.80%-0.23%6.36%
2022-2.30%-11.48%-3.02%4.64%
20216.40%5.49%1.64%-0.31%
2020-11.23%9.99%6.90%7.98%
20196.09%3.11%1.54%3.98%
2018-3.12%3.61%1.93%-5.90%
20173.40%2.02%-0.16%3.65%
2016-1.76%1.62%5.56%5.54%
20155.65%-3.72%-3.77%2.50%
2014-0.43%-0.41%2.86%5.48%
201311.78%2.10%0.11%2.58%
20123.93%-1.82%3.49%2.66%
20110.91%N/AN/AN/A

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-year2.76%
3-year-0.69%
5-year5.45%
10-year5.96%