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TM Levitas A Fund B Net Acc (0P0000XHAR.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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234.90+0.20 (+0.09%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.10%
5-year average return6.68%
Number of years up8
Number of years down2
Best 1-yr total return (20 Jun 2024)20.04%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return20.04%
Worst 3-yr total return3.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XHAR.LCategory
YTD6.67%0.00%
1-month1.09%0.00%
3-month4.23%0.00%
1-year13.18%0.00%
3-year4.05%0.00%
5-year7.13%0.00%
10-year7.03%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XHAR.LCategory
2024
N/AN/A
2023
9.64%N/A
2022
-11.16%N/A
2021
14.94%N/A
2020
8.01%N/A
2019
20.04%N/A
2018
-8.78%N/A
2017
13.72%N/A
2016
12.82%N/A
2015
3.89%N/A
2014
5.51%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.84%N/AN/AN/A
20232.22%1.28%0.44%5.43%
2022-3.85%-8.44%-0.20%1.12%
20212.83%6.81%1.78%2.81%
2020-20.26%18.07%3.37%10.98%
20198.02%5.13%1.88%3.75%
2018-5.06%6.48%2.17%-11.68%
20175.20%1.78%1.23%4.92%
2016-0.39%-0.31%9.69%3.59%
20156.71%-2.36%-6.99%7.21%
2014-0.08%0.26%0.96%4.32%
2013-2.09%4.63%3.45%N/A

Rank in category (by total return)

YTD27
1-month32
3-month22
1-year47
3-year46
5-year38

Load adjusted returns

1-year7.52%
3-year2.28%
5-year6.03%
10-year6.48%