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Liontrust US Opportunities C Acc GBP (0P0000X63Q.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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459.39+0.53 (+0.12%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.09%
5-year average return12.16%
Number of years up16
Number of years down5
Best 1-yr total return (14 Jun 2024)38.14%
Worst 1-yr total return (14 Jun 2024)N/A
Best 3-yr total return38.14%
Worst 3-yr total return3.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X63Q.LCategory
YTD5.43%0.00%
1-month-3.06%0.00%
3-month-3.10%0.00%
1-year19.17%0.00%
3-year6.10%0.00%
5-year11.79%0.00%
10-year12.80%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X63Q.LCategory
2024
N/AN/A
2023
16.27%N/A
2022
-16.77%N/A
2021
27.65%N/A
2020
23.74%N/A
2019
28.17%N/A
2018
1.14%N/A
2017
17.39%N/A
2016
17.49%N/A
2015
4.59%N/A
2014
10.19%N/A
2013
38.14%N/A
2012
5.48%N/A
2011
-9.31%N/A
2010
15.77%N/A
2009
21.63%N/A
2008
-13.03%N/A
2007
26.92%N/A
2006
-0.63%N/A
2005
38.45%N/A
2004
-2.40%N/A
2003
7.62%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.05%N/AN/AN/A
2023-0.97%7.13%-1.34%11.08%
2022-6.60%-11.88%5.56%-4.21%
20214.10%9.92%3.15%8.15%
2020-13.32%22.22%5.78%10.42%
201914.65%6.76%3.26%1.41%
2018-4.04%14.35%8.35%-14.94%
20176.41%1.47%1.81%6.80%
2016-6.55%8.27%8.28%7.23%
201511.64%-7.42%-7.29%9.15%
2014-1.43%3.45%3.11%4.81%
201321.77%1.88%8.24%2.87%
20128.25%-4.94%6.58%-3.82%
2011-2.76%-3.07%-10.53%7.55%
20108.04%-9.64%4.86%13.09%
20091.76%1.97%16.07%0.99%
2008-16.74%6.81%-12.45%11.69%
20076.64%3.57%6.39%8.01%
20068.73%-12.78%-1.74%6.64%
20057.77%7.93%13.15%5.19%
2004-1.36%0.65%-3.27%1.63%
20031.52%3.05%1.45%1.39%

Rank in category (by total return)

YTD79
1-month96
3-month86
1-year76
3-year76
5-year73

Load adjusted returns

1-year19.17%
3-year6.10%
5-year11.79%
10-year12.80%