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Davy UK GPS Cautious Growth A GBP Acc (0P00016OXS.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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12,588.60
-4.00
(-0.03%)
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
1.28%
5-year average return
2.05%
Number of years up
6
Number of years down
2
Best 1-yr total return (2 May 2024)
7.19%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
7.19%
Worst 3-yr total return
-0.30%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P00016OXS.L
Category
YTD
2.38%
0.00%
1-month
1.80%
0.00%
3-month
2.38%
0.00%
1-year
6.71%
0.00%
3-year
1.26%
0.00%
5-year
2.42%
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
0P00016OXS.L
Category
2024
N/A
N/A
2023
7.00%
N/A
2022
-9.37%
N/A
2021
3.77%
N/A
2020
5.38%
N/A
2019
7.19%
N/A
2018
-2.13%
N/A
2017
3.67%
N/A
2016
6.98%
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
2.38%
N/A
N/A
N/A
2023
2.66%
-0.14%
-0.61%
5.01%
2022
-3.62%
-6.35%
-1.69%
2.13%
2021
-0.78%
2.75%
0.53%
1.25%
2020
-5.11%
6.45%
0.66%
3.64%
2019
3.26%
2.14%
1.88%
-0.25%
2018
-2.14%
1.72%
0.64%
-2.31%
2017
1.39%
-0.05%
0.27%
2.02%
2016
0.92%
2.67%
2.93%
0.31%
Rank in category (by total return)
YTD
24
1-month
61
3-month
24
1-year
44
3-year
23
5-year
30
Load adjusted returns
1-year
6.71%
3-year
1.26%
5-year
2.42%
10-year
N/A
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