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LF Davids (0P0000KO3E.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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29.910.00 (0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.31%
5-year average return6.70%
Number of years up16
Number of years down4
Best 1-yr total return (15 Apr 2024)18.89%
Worst 1-yr total return (15 Apr 2024)N/A
Best 3-yr total return18.89%
Worst 3-yr total return2.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000KO3E.LCategory
YTD3.07%0.00%
1-month1.09%0.00%
3-month3.07%0.00%
1-year12.94%0.00%
3-year6.83%0.00%
5-year7.11%0.00%
10-year6.34%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000KO3E.LCategory
2024
N/AN/A
2023
12.56%N/A
2022
-9.78%N/A
2021
18.89%N/A
2020
8.52%N/A
2019
9.54%N/A
2018
-5.64%N/A
2017
4.27%N/A
2016
15.27%N/A
2015
1.67%N/A
2014
6.47%N/A
2013
12.08%N/A
2012
4.45%N/A
2011
-2.65%N/A
2010
12.53%N/A
2009
17.31%N/A
2008
-21.95%N/A
2007
11.44%N/A
2006
12.55%N/A
2005
17.89%N/A
2004
4.46%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.07%N/AN/AN/A
20232.72%2.25%1.36%5.73%
2022-4.64%-6.40%-1.03%2.14%
20212.07%5.35%3.48%6.85%
2020-8.28%11.13%3.39%2.97%
20194.93%0.97%2.99%0.39%
2018-2.88%2.47%0.27%-5.44%
20171.11%0.33%-0.26%3.06%
20161.24%3.75%8.21%1.42%
20155.69%-0.20%-4.80%1.24%
2014-1.74%2.45%2.23%3.47%
20139.70%-1.68%2.50%1.38%
20124.00%-3.17%1.79%1.90%
2011-2.21%0.02%-1.70%1.24%
20102.53%-0.72%2.77%7.57%
2009-4.81%3.00%14.41%4.58%
2008-10.11%2.92%-13.31%-2.68%
20075.19%4.55%0.81%0.52%
200612.20%-7.16%-0.76%8.87%
20053.43%2.71%8.19%2.57%
2004-0.70%-1.37%2.36%4.19%
20036.95%N/AN/AN/A

Rank in category (by total return)

YTD82
1-month98
3-month82
1-year21
3-year6
5-year15

Load adjusted returns

1-year1.65%
3-year3.14%
5-year4.88%
10-year5.22%