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Liontrust MA Explorer 85 Fund S Inc (0P00011WQT.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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193.83+0.40 (+0.21%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.91%
5-year average return6.48%
Number of years up9
Number of years down2
Best 1-yr total return (14 Jun 2024)29.60%
Worst 1-yr total return (14 Jun 2024)N/A
Best 3-yr total return29.60%
Worst 3-yr total return2.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00011WQT.LCategory
YTD5.24%0.00%
1-month0.63%0.00%
3-month3.02%0.00%
1-year12.36%0.00%
3-year3.99%0.00%
5-year6.75%0.00%
10-year7.53%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00011WQT.LCategory
2024
N/AN/A
2023
13.58%N/A
2022
-11.82%N/A
2021
13.28%N/A
2020
6.36%N/A
2019
18.95%N/A
2018
-7.05%N/A
2017
13.23%N/A
2016
19.27%N/A
2015
4.58%N/A
2014
6.61%N/A
2013
18.21%N/A
2012
13.37%N/A
2011
-10.27%N/A
2010
16.53%N/A
2009
29.60%N/A
2008
-26.84%N/A
2007
4.90%N/A
2006
9.34%N/A
2005
21.39%N/A
2004
11.66%N/A
2003
20.29%N/A
2002
-24.33%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.11%N/AN/AN/A
20235.05%1.95%-0.27%6.34%
2022-4.99%-8.01%-1.74%2.69%
20213.38%5.80%0.94%2.60%
2020-19.80%16.23%2.71%11.10%
20196.80%5.32%3.40%2.27%
2018-4.85%6.39%2.17%-10.13%
20175.62%1.03%0.05%6.07%
20160.20%2.29%11.25%4.60%
20157.58%-2.46%-7.24%7.45%
20140.03%1.60%1.44%3.41%
201312.15%-1.34%4.16%2.57%
20129.29%-6.61%6.21%4.58%
2011-0.52%-0.32%-12.77%3.73%
20107.28%-8.62%8.67%9.39%
2009-4.37%10.37%18.88%3.28%
2008-8.29%-1.39%-10.57%-9.54%
20072.23%3.56%-0.84%-0.07%
20068.04%-7.22%2.84%6.07%
20050.98%4.56%8.43%6.03%
20041.49%0.95%1.57%7.29%
2003-6.53%18.84%0.34%7.92%
20023.61%-11.58%-20.77%4.25%

Rank in category (by total return)

YTD68
1-month73
3-month58
1-year58
3-year47
5-year41

Load adjusted returns

1-year12.36%
3-year3.99%
5-year6.75%
10-year7.53%