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Thesis Stratford Inc (0P0000K748.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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190.30+0.60 (+0.32%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.63%
5-year average return4.14%
Number of years up12
Number of years down4
Best 1-yr total return (22 Apr 2024)25.93%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return25.93%
Worst 3-yr total return2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000K748.LCategory
YTD2.64%0.00%
1-month1.89%0.00%
3-month2.64%0.00%
1-year7.54%0.00%
3-year3.78%0.00%
5-year5.03%0.00%
10-year5.89%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000K748.LCategory
2024
N/AN/A
2023
6.99%N/A
2022
-11.33%N/A
2021
15.82%N/A
2020
3.79%N/A
2019
15.78%N/A
2018
-3.02%N/A
2017
11.59%N/A
2016
13.15%N/A
2015
2.15%N/A
2014
3.76%N/A
2013
12.90%N/A
2012
9.44%N/A
2011
-3.71%N/A
2010
11.87%N/A
2009
25.93%N/A
2008
-19.56%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.64%N/AN/AN/A
20232.12%0.72%-3.16%7.41%
2022-5.20%-8.05%-0.73%2.48%
20210.90%4.96%2.40%6.80%
2020-15.28%12.18%3.06%5.97%
20196.03%4.46%1.92%2.57%
2018-4.79%6.44%2.33%-6.48%
20175.12%2.24%0.26%3.56%
2016-0.54%3.52%8.18%1.60%
20155.49%-2.83%-5.18%5.11%
2014-0.71%2.56%-0.08%1.97%
201310.24%-3.71%2.82%3.44%
20125.49%-3.01%5.86%1.06%
20110.01%1.76%-9.62%4.68%
20103.89%-5.70%5.73%8.00%
2009-5.19%9.30%16.69%4.14%
2008-4.84%-0.96%-8.44%-6.78%
20071.18%N/AN/AN/A

Rank in category (by total return)

YTD87
1-month91
3-month87
1-year84
3-year45
5-year52

Load adjusted returns

1-year0.01%
3-year1.30%
5-year3.52%
10-year5.12%