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Davy UK GPS Moderate Growth A GBP Acc (0P00016OXM.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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15,206.40
-19.20
(-0.13%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
2.79%
5-year average return
4.15%
Number of years up
6
Number of years down
2
Best 1-yr total return (2 May 2024)
12.36%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
12.36%
Worst 3-yr total return
1.78%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P00016OXM.L
Category
YTD
4.15%
0.00%
1-month
2.25%
0.00%
3-month
4.15%
0.00%
1-year
9.84%
0.00%
3-year
3.53%
0.00%
5-year
4.73%
0.00%
10-year
0.00%
0.00%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P00016OXM.L
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
4.15%
N/A
N/A
N/A
2023
2.68%
0.52%
-0.29%
5.23%
2022
-3.32%
-7.25%
-0.69%
2.05%
2021
1.16%
4.58%
1.12%
2.35%
2020
-10.34%
10.25%
1.06%
6.06%
2019
4.84%
3.17%
1.87%
0.79%
2018
-3.51%
3.57%
1.51%
-5.15%
2017
2.57%
-0.21%
0.77%
3.37%
2016
1.19%
4.02%
4.42%
2.24%
Rank in category (by total return)
YTD
18
1-month
56
3-month
18
1-year
30
3-year
15
5-year
17
Load adjusted returns
1-year
9.84%
3-year
3.53%
5-year
4.73%
10-year
N/A
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