UK markets closed

Davy UK GPS Moderate Growth A GBP Acc (0P00016OXM.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
15,206.40-19.20 (-0.13%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.79%
5-year average return4.15%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)12.36%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return12.36%
Worst 3-yr total return1.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016OXM.LCategory
YTD4.15%0.00%
1-month2.25%0.00%
3-month4.15%0.00%
1-year9.84%0.00%
3-year3.53%0.00%
5-year4.73%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016OXM.LCategory
2024
N/AN/A
2023
8.30%N/A
2022
-9.11%N/A
2021
9.50%N/A
2020
5.96%N/A
2019
11.05%N/A
2018
-3.78%N/A
2017
6.62%N/A
2016
12.36%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.15%N/AN/AN/A
20232.68%0.52%-0.29%5.23%
2022-3.32%-7.25%-0.69%2.05%
20211.16%4.58%1.12%2.35%
2020-10.34%10.25%1.06%6.06%
20194.84%3.17%1.87%0.79%
2018-3.51%3.57%1.51%-5.15%
20172.57%-0.21%0.77%3.37%
20161.19%4.02%4.42%2.24%

Rank in category (by total return)

YTD18
1-month56
3-month18
1-year30
3-year15
5-year17

Load adjusted returns

1-year9.84%
3-year3.53%
5-year4.73%
10-yearN/A