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Optima Balanced Fund C Income (0P0001485F.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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146.60-0.90 (-0.61%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up5
Number of years down1
Best 1-yr total return (Invalid Date)11.83%
Worst 1-yr total return (Invalid Date)-5.41%
Best 3-yr total return11.83%
Worst 3-yr total return2.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001485F.LCategory
YTD3.19%2.91%
1-month-0.26%0.67%
3-month0.49%2.91%
1-year9.05%12.90%
3-year4.06%6.44%
5-year4.56%6.97%
10-year0.00%4.88%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001485F.LCategory
2021
N/AN/A
2020
5.51%N/A
2019
11.83%N/A
2018
-5.41%N/A
2017
7.42%N/A
2016
6.26%N/A
2015
2.85%1.35%
2014
N/A5.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20210.51%2.93%N/AN/A
2020-10.81%10.70%1.70%5.07%
20194.75%2.54%2.17%1.91%
2018-3.28%4.39%-0.44%-5.91%
20173.00%1.35%0.37%2.53%
2016-0.60%-0.09%5.56%1.36%
20154.23%-0.63%-4.23%3.68%
20141.25%N/AN/AN/A

Rank in category (by total return)

YTD83
1-month60
3-month84
1-year79
3-year63
5-year53

Load adjusted returns

1-year10.55%
3-year4.57%
5-year5.82%
10-yearN/A