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Liontrust MA Explorer 85 Fund S Acc (0P00011WQU.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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214.58+0.54 (+0.25%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.64%
5-year average return6.37%
Number of years up9
Number of years down2
Best 1-yr total return (20 Jun 2024)29.10%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return29.10%
Worst 3-yr total return2.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00011WQU.LCategory
YTD5.24%0.00%
1-month0.63%0.00%
3-month3.03%0.00%
1-year12.36%0.00%
3-year3.99%0.00%
5-year6.74%0.00%
10-year7.53%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00011WQU.LCategory
2024
N/AN/A
2023
13.59%N/A
2022
-11.82%N/A
2021
13.25%N/A
2020
6.42%N/A
2019
18.90%N/A
2018
-7.03%N/A
2017
13.21%N/A
2016
19.29%N/A
2015
4.44%N/A
2014
6.57%N/A
2013
16.77%N/A
2012
12.38%N/A
2011
-10.32%N/A
2010
16.24%N/A
2009
29.10%N/A
2008
-26.84%N/A
2007
4.90%N/A
2006
9.34%N/A
2005
20.76%N/A
2004
10.83%N/A
2003
19.01%N/A
2002
-24.33%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.11%N/AN/AN/A
20235.05%1.95%-0.27%6.35%
2022-4.99%-8.02%-1.74%2.68%
20213.35%5.80%0.94%2.60%
2020-19.80%16.31%2.70%11.08%
20196.85%5.27%3.36%2.27%
2018-4.84%6.34%2.23%-10.13%
20175.63%1.00%0.07%6.05%
20160.22%2.32%11.18%4.63%
20157.43%-2.43%-7.23%7.40%
2014-0.17%1.69%1.44%3.48%
201311.63%-1.55%3.69%2.47%
20128.90%-6.61%5.90%4.35%
2011-0.52%-0.38%-12.77%3.73%
20107.28%-8.86%8.67%9.39%
2009-4.37%9.97%18.88%3.26%
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%7.86%6.03%
20041.34%0.95%0.97%7.29%
2003-6.74%17.84%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-year6.74%
10-year7.53%