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BPM Trust Acc (0P0000YKCL.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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2,183.00-3.00 (-0.14%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.89%
5-year average return8.13%
Number of years up8
Number of years down2
Best 1-yr total return (13 May 2024)21.87%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return21.87%
Worst 3-yr total return4.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000YKCL.LCategory
YTD4.03%0.00%
1-month-1.59%0.00%
3-month2.75%0.00%
1-year12.92%0.00%
3-year2.64%0.00%
5-year7.56%0.00%
10-year7.94%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000YKCL.LCategory
2024
N/AN/A
2023
14.19%N/A
2022
-11.88%N/A
2021
15.76%N/A
2020
10.71%N/A
2019
21.87%N/A
2018
-5.01%N/A
2017
9.15%N/A
2016
16.48%N/A
2015
1.86%N/A
2014
4.86%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.71%N/AN/AN/A
20233.89%3.85%-0.36%6.22%
2022-2.08%-11.64%-2.85%4.82%
20217.55%5.46%2.07%0.00%
2020-13.86%9.63%6.68%9.89%
20198.90%4.09%1.33%6.11%
2018-5.01%5.66%2.50%-7.66%
20173.44%2.04%-0.74%4.18%
20160.00%2.09%7.67%5.97%
20155.65%-2.94%-4.79%4.34%
2014-0.49%-0.39%1.86%3.85%
2013-0.28%3.02%N/AN/A

Rank in category (by total return)

YTD34
1-month79
3-month74
1-year9
3-year42
5-year5

Load adjusted returns

1-year12.92%
3-year2.64%
5-year7.56%
10-year7.94%