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Marten Fund (0P0000KCI6.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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2,032.78-24.18 (-1.18%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.92%
5-year average return4.11%
Number of years up15
Number of years down5
Best 1-yr total return (13 Jun 2024)18.99%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return18.99%
Worst 3-yr total return1.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000KCI6.LCategory
YTD4.43%0.00%
1-month0.41%0.00%
3-month3.64%0.00%
1-year8.51%0.00%
3-year4.88%0.00%
5-year4.75%0.00%
10-year5.05%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000KCI6.LCategory
2024
N/AN/A
2023
3.08%N/A
2022
1.19%N/A
2021
14.71%N/A
2020
-4.57%N/A
2019
17.76%N/A
2018
-7.62%N/A
2017
8.64%N/A
2016
18.99%N/A
2015
-1.04%N/A
2014
1.56%N/A
2013
10.87%N/A
2012
8.43%N/A
2011
2.30%N/A
2010
16.54%N/A
2009
16.08%N/A
2008
-16.12%N/A
2007
-2.96%N/A
2006
15.25%N/A
2005
12.25%N/A
2004
12.93%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.92%N/AN/AN/A
20230.12%-2.12%0.49%4.68%
20224.68%-4.69%-3.96%5.61%
20212.53%6.38%-0.15%5.33%
2020-20.01%13.16%-2.26%7.87%
20199.39%5.26%-1.17%3.49%
2018-6.55%5.91%-0.19%-6.49%
20174.35%0.46%0.99%2.61%
20161.26%6.57%6.46%3.57%
20155.18%-4.47%-5.82%4.57%
2014-0.84%2.83%0.62%-1.02%
20136.77%-2.56%4.98%1.51%
20124.60%-2.32%4.71%1.34%
20110.32%2.73%-4.18%3.60%
20105.05%-2.68%8.20%5.36%
2009-6.69%5.12%12.67%5.04%
2008-6.04%-0.72%-3.36%-6.95%
20071.89%0.70%-0.86%-4.60%
20063.89%-3.88%5.34%9.56%
20052.62%4.70%1.88%2.56%
20040.40%4.28%-0.01%7.88%
20030.36%2.11%3.88%N/A

Rank in category (by total return)

YTD53
1-month81
3-month22
1-year83
3-year15
5-year58

Load adjusted returns

1-year0.37%
3-year2.19%
5-year3.13%
10-year4.23%