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Davy UK GPS Moderate Growth A GBP Dist (0P00016OXN.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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14,486.80+12.00 (+0.08%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.58%
5-year average return4.32%
Number of years up5
Number of years down2
Best 1-yr total return (20 Jun 2024)10.90%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return10.90%
Worst 3-yr total return1.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016OXN.LCategory
YTD3.55%0.00%
1-month0.43%0.00%
3-month1.66%0.00%
1-year9.08%0.00%
3-year2.55%0.00%
5-year4.46%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016OXN.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
10.90%N/A
2018
-3.78%N/A
2017
6.56%N/A
2016
N/AN/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%1.13%2.35%
2020-10.33%10.25%1.06%6.06%
20194.68%3.17%1.87%0.79%
2018-3.51%3.57%1.51%-5.15%
20172.52%-0.21%0.77%3.37%
20164.02%4.42%2.24%N/A

Rank in category (by total return)

YTD29
1-month83
3-month71
1-year44
3-year16
5-year19

Load adjusted returns

1-year9.08%
3-year2.55%
5-year4.46%
10-yearN/A