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WS Opie Street Balanced R GBP Inc (0P0001H9YX.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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400.89-0.13 (-0.03%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.01%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (25 Jun 2024)13.88%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return13.88%
Worst 3-yr total return1.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001H9YX.LCategory
YTD2.32%0.00%
1-month1.54%0.00%
3-month2.24%0.00%
1-year7.09%0.00%
3-year1.40%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001H9YX.LCategory
2024
N/AN/A
2023
6.11%N/A
2022
-10.23%N/A
2021
13.88%N/A
2020
2.27%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.61%N/AN/AN/A
20230.90%-0.04%-1.72%7.04%
2022-4.17%-7.54%-3.93%5.45%
20211.97%5.24%3.09%2.93%
2020-15.93%10.58%1.30%8.60%
20193.63%N/AN/AN/A

Rank in category (by total return)

YTD91
1-month17
3-month69
1-year92
3-year75
5-yearN/A

Load adjusted returns

1-year7.09%
3-year1.40%
5-yearN/A
10-yearN/A