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WS Lindsell Train UK Equity Acc (0P0000KO3U.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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517.21+0.83 (+0.16%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.05%
5-year average return2.38%
Number of years up13
Number of years down4
Best 1-yr total return (31 May 2024)35.70%
Worst 1-yr total return (31 May 2024)N/A
Best 3-yr total return35.70%
Worst 3-yr total return1.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000KO3U.LCategory
YTD-1.53%0.00%
1-month-2.74%0.00%
3-month-1.13%0.00%
1-year-5.38%0.00%
3-year1.11%0.00%
5-year2.24%0.00%
10-year7.81%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000KO3U.LCategory
2024
N/AN/A
2023
4.65%N/A
2022
-6.07%N/A
2021
12.72%N/A
2020
-2.47%N/A
2019
22.81%N/A
2018
-1.09%N/A
2017
20.66%N/A
2016
11.31%N/A
2015
11.74%N/A
2014
7.50%N/A
2013
35.70%N/A
2012
21.75%N/A
2011
1.43%N/A
2010
30.38%N/A
2009
35.29%N/A
2008
-25.44%N/A
2007
2.55%N/A
2006
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.25%N/AN/AN/A
20235.69%-0.45%-3.17%2.72%
2022-6.99%-8.07%3.47%6.17%
2021-0.52%8.32%0.37%4.22%
2020-15.87%10.09%1.84%3.39%
20199.68%9.96%3.97%-2.06%
2018-3.93%9.68%0.65%-6.74%
20176.95%4.01%2.17%6.16%
20162.93%-0.66%8.82%0.03%
201510.20%-2.84%-2.88%7.45%
20140.86%-0.20%-0.91%7.77%
201317.53%0.20%5.50%9.23%
20127.69%0.43%7.15%5.06%
20110.81%4.87%-8.92%5.34%
201010.90%-4.14%11.31%10.18%
2009-6.04%10.54%25.68%3.64%
2008-12.09%-9.31%-2.55%-4.03%
20074.93%0.89%-1.53%-1.61%
20063.86%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month100
3-month100
1-year100
3-year93
5-year94

Load adjusted returns

1-year-5.38%
3-year1.11%
5-year2.24%
10-year7.81%