UK markets open in 6 hours 11 minutes

TM Opus Fund Income Shares (0P0000XMYD.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
184.50-0.10 (-0.05%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.53%
5-year average return5.67%
Number of years up9
Number of years down2
Best 1-yr total return (24 Apr 2024)19.81%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return19.81%
Worst 3-yr total return3.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XMYD.LCategory
YTD6.80%0.00%
1-month2.78%0.00%
3-month6.80%0.00%
1-year16.11%0.00%
3-year5.71%0.00%
5-year6.70%0.00%
10-year6.49%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XMYD.LCategory
2024
N/AN/A
2023
8.39%N/A
2022
-6.57%N/A
2021
10.45%N/A
2020
7.76%N/A
2019
13.50%N/A
2018
-5.63%N/A
2017
9.48%N/A
2016
19.81%N/A
2015
0.74%N/A
2014
4.02%N/A
2013
6.03%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.80%N/AN/AN/A
2023-0.30%2.43%1.25%4.83%
2022-4.87%-4.29%4.98%-2.25%
20211.13%5.44%0.76%2.80%
2020-13.36%14.81%3.44%4.74%
20195.62%4.10%2.35%0.85%
2018-4.42%5.07%0.57%-6.56%
20174.19%1.83%-0.51%3.73%
20163.52%4.39%7.47%3.16%
20155.06%-3.50%-4.84%4.43%
20141.05%1.51%0.28%1.13%
20137.81%-2.94%0.96%0.37%

Rank in category (by total return)

YTD6
1-month50
3-month6
1-year5
3-year15
5-year20

Load adjusted returns

1-year7.98%
3-year3.18%
5-year5.17%
10-year5.72%