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Optima Balanced Acc (0P0000TSAS.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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191.60-1.20 (-0.62%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up12
Number of years down3
Best 1-yr total return (Invalid Date)18.10%
Worst 1-yr total return (Invalid Date)-19.93%
Best 3-yr total return18.10%
Worst 3-yr total return-3.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000TSAS.LCategory
YTD3.28%2.91%
1-month0.10%0.67%
3-month0.42%2.91%
1-year8.67%12.90%
3-year4.29%6.44%
5-year4.34%6.97%
10-year5.15%4.88%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000TSAS.LCategory
2021
N/AN/A
2020
4.44%N/A
2019
12.25%N/A
2018
-4.81%N/A
2017
6.67%N/A
2016
5.94%N/A
2015
1.94%1.35%
2014
4.80%5.51%
2013
11.43%9.90%
2012
11.74%8.56%
2011
-4.48%-2.70%
2010
13.04%10.10%
2009
18.10%16.85%
2008
-19.93%-15.01%
2007
2.51%2.45%
2006
9.60%7.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20210.27%2.90%N/AN/A
2020-11.02%10.43%1.43%4.80%
20195.30%2.40%1.93%2.13%
2018-3.49%4.11%0.36%-5.60%
20173.01%1.12%0.12%2.27%
2016-0.92%-0.34%5.57%1.63%
20153.99%-0.85%-4.48%3.50%
20140.43%1.79%0.69%1.81%
20136.34%-1.98%3.38%3.41%
20126.97%-2.45%5.14%1.85%
20110.15%0.50%-7.80%2.94%
20105.09%-3.85%6.46%5.09%
2009-3.42%6.43%12.93%1.74%
2008-4.71%-0.95%-6.96%-8.83%
20071.67%1.46%-0.81%0.18%
20065.32%-3.55%3.38%4.36%

Rank in category (by total return)

YTD87
1-month77
3-month85
1-year86
3-year62
5-year58

Load adjusted returns

1-year6.38%
3-year3.59%
5-year5.03%
10-year4.77%