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Barclays Wealth Global Markets 3 (0P0000POT1.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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149.60-0.40 (-0.27%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.40%
5-year average return5.25%
Number of years up9
Number of years down4
Best 1-yr total return (30 May 2024)14.43%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return14.43%
Worst 3-yr total return1.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000POT1.LCategory
YTD2.16%0.00%
1-month-1.66%0.00%
3-month2.65%0.00%
1-year9.72%0.00%
3-year2.42%0.00%
5-year4.80%0.00%
10-year5.02%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000POT1.LCategory
2024
N/AN/A
2023
10.90%N/A
2022
-9.96%N/A
2021
8.48%N/A
2020
7.98%N/A
2019
14.43%N/A
2018
-4.53%N/A
2017
9.97%N/A
2016
13.04%N/A
2015
-2.23%N/A
2014
4.34%N/A
2013
6.95%N/A
2012
8.51%N/A
2011
-5.52%N/A
2010
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.89%N/AN/AN/A
20233.33%1.52%-0.33%6.07%
2022-3.94%-7.15%-1.37%2.34%
20210.39%4.79%0.22%2.90%
2020-11.43%13.02%1.83%5.93%
20196.32%4.18%1.78%1.50%
2018-3.20%2.27%2.75%-6.14%
20173.46%1.06%1.66%3.45%
20161.32%3.04%4.57%3.55%
20153.03%-2.34%-5.87%3.23%
20141.10%2.81%-0.50%0.90%
20133.26%-2.16%3.26%2.52%
20126.30%-3.04%4.06%1.17%
20111.42%-0.66%-9.26%3.35%
20104.69%N/AN/AN/A

Rank in category (by total return)

YTD41
1-month77
3-month28
1-year13
3-year14
5-year9

Load adjusted returns

1-year4.78%
3-year0.86%
5-year3.84%
10-year4.53%