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Barclays Wealth Global Markets 4 (0P0000POT3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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223.20+0.30 (+0.13%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.29%
5-year average return7.55%
Number of years up9
Number of years down4
Best 1-yr total return (9 May 2024)17.16%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return17.16%
Worst 3-yr total return3.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000POT3.LCategory
YTD3.71%0.00%
1-month-1.63%0.00%
3-month4.21%0.00%
1-year12.33%0.00%
3-year4.22%0.00%
5-year6.58%0.00%
10-year6.43%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000POT3.LCategory
2024
N/AN/A
2023
12.12%N/A
2022
-9.03%N/A
2021
12.21%N/A
2020
8.84%N/A
2019
17.16%N/A
2018
-5.14%N/A
2017
11.96%N/A
2016
16.22%N/A
2015
-3.17%N/A
2014
4.51%N/A
2013
8.10%N/A
2012
9.04%N/A
2011
-6.99%N/A
2010
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.43%N/AN/AN/A
20233.79%2.21%-0.05%5.74%
2022-3.64%-7.61%-0.38%2.57%
20211.58%5.85%0.30%4.04%
2020-14.23%15.70%2.27%7.25%
20197.71%4.58%2.04%1.93%
2018-3.69%3.08%3.65%-7.82%
20174.21%0.99%2.03%4.26%
20161.30%3.47%5.65%4.96%
20153.21%-2.73%-7.19%3.92%
20140.95%3.35%-1.16%1.34%
20134.26%-2.79%3.70%2.85%
20127.20%-3.62%4.35%1.14%
20112.42%-0.88%-11.92%4.01%
20104.95%N/AN/AN/A

Rank in category (by total return)

YTD44
1-month80
3-month22
1-year12
3-year18
5-year13

Load adjusted returns

1-year7.27%
3-year2.63%
5-year5.60%
10-year5.94%