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Davy UK GPS Cautious Growth A GBP Dist (0P00016OXT.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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11,682.60+16.90 (+0.14%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.70%
5-year average return2.43%
Number of years up5
Number of years down2
Best 1-yr total return (15 May 2024)7.37%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return7.37%
Worst 3-yr total return-0.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016OXT.LCategory
YTD1.41%0.00%
1-month-0.95%0.00%
3-month1.55%0.00%
1-year5.47%0.00%
3-year0.45%0.00%
5-year2.04%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016OXT.LCategory
2024
N/AN/A
2023
7.00%N/A
2022
-9.37%N/A
2021
3.77%N/A
2020
5.39%N/A
2019
7.37%N/A
2018
-2.13%N/A
2017
3.67%N/A
2016
N/AN/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%
2020-5.09%6.45%0.65%3.64%
20193.43%2.14%1.88%-0.24%
2018-2.14%1.72%0.64%-2.31%
20171.39%-0.05%0.27%2.02%
20162.67%2.92%0.31%N/A

Rank in category (by total return)

YTD23
1-month40
3-month27
1-year37
3-year24
5-year29

Load adjusted returns

1-year5.47%
3-year0.45%
5-year2.04%
10-yearN/A