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Liontrust Tortoise C (0P0000WA42.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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274.39-0.01 (-0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.46%
5-year average return9.95%
Number of years up7
Number of years down4
Best 1-yr total return (22 Feb 2024)25.47%
Worst 1-yr total return (22 Feb 2024)N/A
Best 3-yr total return25.47%
Worst 3-yr total return-6.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WA42.LCategory
YTD0.44%0.00%
1-month0.44%0.00%
3-month2.73%0.00%
1-year2.71%0.00%
3-year12.98%0.00%
5-year9.41%0.00%
10-year4.37%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WA42.LCategory
2023
8.74%N/A
2022
21.45%N/A
2021
10.36%N/A
2020
15.00%N/A
2019
-6.02%N/A
2018
-2.71%N/A
2017
-10.85%N/A
2016
25.47%N/A
2015
-8.13%N/A
2014
0.72%N/A
2013
14.64%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20237.06%-1.00%0.67%1.91%
20229.14%5.18%-4.45%10.73%
202115.70%-2.22%-1.68%-0.78%
2020-16.66%13.96%-1.02%22.32%
2019-0.54%-6.49%-1.75%2.86%
2018-1.70%2.99%-3.99%0.09%
2017-2.21%-5.95%0.65%-3.70%
20168.30%8.79%3.02%3.36%
20152.42%-3.39%-3.87%-3.42%
20143.45%-1.09%-3.27%1.76%
20131.66%4.68%5.00%2.59%
20121.42%6.52%N/AN/A

Rank in category (by total return)

YTD50
1-month50
3-month48
1-year40
3-year9
5-year11

Load adjusted returns

1-year2.71%
3-year12.98%
5-year9.41%
10-year4.37%