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Davy UK GPS Long Term Growth A GBP Dist (0P00016OX6.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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16,459.80+29.90 (+0.18%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.64%
5-year average return6.24%
Number of years up5
Number of years down2
Best 1-yr total return (13 Jun 2024)13.73%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return13.73%
Worst 3-yr total return3.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016OX6.LCategory
YTD5.22%0.00%
1-month0.46%0.00%
3-month2.03%0.00%
1-year12.01%0.00%
3-year4.51%0.00%
5-year6.33%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016OX6.LCategory
2024
N/AN/A
2023
10.07%N/A
2022
-8.54%N/A
2021
13.73%N/A
2020
6.38%N/A
2019
12.82%N/A
2018
-4.86%N/A
2017
8.62%N/A
2016
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.87%N/AN/AN/A
20232.98%1.33%0.11%5.37%
2022-2.69%-8.28%0.54%1.92%
20212.68%5.70%1.46%3.28%
2020-13.33%12.34%1.31%7.83%
20195.66%3.60%1.75%1.30%
2018-4.50%4.57%2.21%-6.80%
20173.29%-0.17%1.21%4.07%
20164.56%4.95%3.39%N/A

Rank in category (by total return)

YTD29
1-month79
3-month74
1-year29
3-year19
5-year23

Load adjusted returns

1-year12.01%
3-year4.51%
5-year6.33%
10-yearN/A