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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.28%
5-year average return2.05%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)7.19%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return7.19%
Worst 3-yr total return-0.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016OXS.LCategory
YTD2.38%0.00%
1-month1.80%0.00%
3-month2.38%0.00%
1-year6.71%0.00%
3-year1.26%0.00%
5-year2.42%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016OXS.LCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20242.38%N/AN/AN/A
20232.66%-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%
20193.26%2.14%1.88%-0.25%
2018-2.14%1.72%0.64%-2.31%
20171.39%-0.05%0.27%2.02%
20160.92%2.67%2.93%0.31%

Rank in category (by total return)

YTD24
1-month61
3-month24
1-year44
3-year23
5-year30

Load adjusted returns

1-year6.71%
3-year1.26%
5-year2.42%
10-yearN/A