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Thesis Lockerley Inc (0P0000K747.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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172.20-0.50 (-0.29%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.24%
5-year average return3.69%
Number of years up11
Number of years down5
Best 1-yr total return (4 Jun 2024)18.47%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return18.47%
Worst 3-yr total return0.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000K747.LCategory
YTD-0.71%0.00%
1-month-0.36%0.00%
3-month3.86%0.00%
1-year-2.67%0.00%
3-year-1.17%0.00%
5-year2.40%0.00%
10-year5.24%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000K747.LCategory
2024
N/AN/A
2023
-1.23%N/A
2022
-10.49%N/A
2021
14.64%N/A
2020
5.18%N/A
2019
18.47%N/A
2018
-4.09%N/A
2017
12.15%N/A
2016
13.52%N/A
2015
3.77%N/A
2014
5.41%N/A
2013
13.53%N/A
2012
8.61%N/A
2011
-5.49%N/A
2010
9.12%N/A
2009
16.92%N/A
2008
-18.54%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.36%N/AN/AN/A
20232.20%-3.62%-7.26%8.13%
2022-7.11%-8.57%1.21%4.13%
20210.58%5.50%2.42%5.48%
2020-16.53%14.04%3.32%6.93%
20197.37%4.82%1.64%3.56%
2018-4.74%6.24%2.07%-7.15%
20175.15%2.53%0.14%3.89%
2016-0.74%3.39%8.74%1.73%
20155.21%-2.78%-4.47%6.19%
2014-0.78%2.42%0.26%3.46%
201310.67%-3.11%2.38%3.42%
20124.40%-1.98%4.95%1.13%
2011-0.24%1.42%-9.01%2.66%
20102.23%-4.11%4.52%6.49%
2009-5.71%7.03%13.38%2.18%
2008-4.89%-3.29%-5.18%-6.60%
20070.14%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month31
3-month73
1-year100
3-year97
5-year99

Load adjusted returns

1-year-9.48%
3-year-3.54%
5-year0.93%
10-year4.48%