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Value Partners High-Dividend Stocks (0P00017XPB.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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763.00-3.00 (-0.39%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.36%
5-year average return1.57%
Number of years up5
Number of years down3
Best 1-yr total return (27 Jun 2024)32.27%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return32.27%
Worst 3-yr total return-5.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00017XPB.LCategory
YTD7.18%0.00%
1-month2.28%0.00%
3-month5.04%0.00%
1-year4.50%0.00%
3-year-6.28%0.00%
5-year1.87%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00017XPB.LCategory
2024
N/AN/A
2023
3.07%N/A
2022
-20.34%N/A
2021
3.02%N/A
2020
12.33%N/A
2019
12.52%N/A
2018
-16.22%N/A
2017
32.27%N/A
2016
-1.98%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.13%N/AN/AN/A
20238.91%-1.17%-4.92%0.73%
2022-5.43%-9.90%-17.06%12.72%
20217.26%1.97%-4.54%-1.33%
2020-22.12%10.93%9.23%19.04%
201911.57%-1.82%-7.45%10.98%
2018-0.07%-5.44%-4.61%-7.04%
201712.44%6.05%4.33%6.32%
2016-3.74%-0.54%8.45%-5.60%
20158.28%-17.77%3.17%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-0.72%
3-year-7.86%
5-year0.83%
10-yearN/A