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Discovery Balanced C GBP Net Acc (0P00018WV6.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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149.37-0.26 (-0.17%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.34%
5-year average return3.31%
Number of years up5
Number of years down2
Best 1-yr total return (28 Jun 2024)12.36%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return12.36%
Worst 3-yr total return-0.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00018WV6.LCategory
YTD4.17%0.00%
1-month0.84%0.00%
3-month4.33%0.00%
1-year10.22%0.00%
3-year1.42%0.00%
5-year3.42%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00018WV6.LCategory
2024
N/AN/A
2023
8.39%N/A
2022
-11.81%N/A
2021
7.83%N/A
2020
3.91%N/A
2019
12.36%N/A
2018
-7.18%N/A
2017
11.17%N/A
2016
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.51%N/AN/AN/A
20232.31%0.19%0.40%5.32%
2022-4.74%-6.76%-2.81%2.17%
20210.55%3.95%0.88%2.26%
2020-16.32%13.06%1.97%7.71%
20194.71%2.85%2.13%2.15%
2018-3.66%3.52%1.30%-8.12%
20173.42%2.27%1.36%3.71%
20160.79%7.24%2.04%N/A

Rank in category (by total return)

YTD59
1-month50
3-month11
1-year60
3-year74
5-year87

Load adjusted returns

1-year10.22%
3-year1.42%
5-year3.42%
10-yearN/A