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JOHCM UK Opportunities B GBP Inc (0P0000J3ME.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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196.80+0.80 (+0.41%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.93%
5-year average return2.70%
Number of years up12
Number of years down3
Best 1-yr total return (19 Jun 2024)22.54%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return22.54%
Worst 3-yr total return-0.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000J3ME.LCategory
YTD3.87%0.00%
1-month0.36%0.00%
3-month4.29%0.00%
1-year6.72%0.00%
3-year1.58%0.00%
5-year3.23%0.00%
10-year4.06%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000J3ME.LCategory
2024
N/AN/A
2023
5.96%N/A
2022
-4.55%N/A
2021
9.44%N/A
2020
-4.40%N/A
2019
12.53%N/A
2018
-2.32%N/A
2017
2.68%N/A
2016
13.71%N/A
2015
7.79%N/A
2014
3.10%N/A
2013
22.54%N/A
2012
11.40%N/A
2011
4.54%N/A
2010
13.70%N/A
2009
18.28%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.24%N/AN/AN/A
20234.66%-1.24%-1.89%4.49%
2022-4.40%-7.30%-1.64%9.51%
20215.04%3.72%0.05%0.39%
2020-19.92%13.31%-0.33%5.70%
20196.08%2.42%1.21%2.34%
2018-5.05%7.55%0.05%-4.39%
20171.45%1.06%-0.10%0.25%
20163.22%3.11%5.56%1.20%
20154.97%0.28%-2.29%4.81%
20140.64%2.80%-1.53%1.21%
201311.73%0.25%3.18%6.03%
20127.05%-0.91%4.31%0.68%
20111.20%3.07%-6.77%7.49%
20106.50%-5.80%9.05%3.93%
2009-11.02%5.68%18.32%6.31%

Rank in category (by total return)

YTD90
1-month99
3-month93
1-year86
3-year62
5-year75

Load adjusted returns

1-year1.38%
3-year-0.15%
5-year2.17%
10-year3.53%