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Davy UK GPS Defensive Growth A Dist (0P0001CIAZ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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11,138.60+12.80 (+0.12%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.67%
5-year average return3.69%
Number of years up4
Number of years down1
Best 1-yr total return (15 May 2024)9.22%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return9.22%
Worst 3-yr total return0.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001CIAZ.LCategory
YTD2.20%0.00%
1-month-0.96%0.00%
3-month2.15%0.00%
1-year6.89%0.00%
3-year1.40%0.00%
5-year3.18%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001CIAZ.LCategory
2024
N/AN/A
2023
7.69%N/A
2022
-9.27%N/A
2021
7.03%N/A
2020
5.76%N/A
2019
9.22%N/A
2018
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.19%N/AN/AN/A
20232.71%0.20%-0.48%5.14%
2022-3.53%-6.78%-1.32%2.23%
20210.41%3.79%0.88%1.82%
2020-8.03%8.51%0.89%5.04%
20194.06%2.55%1.82%0.52%
20182.66%1.13%-4.16%N/A

Rank in category (by total return)

YTD40
1-month49
3-month50
1-year49
3-year37
5-year37

Load adjusted returns

1-year6.89%
3-year1.40%
5-year3.18%
10-yearN/A