UK markets closed

MontLake Sixteen02 Glb EqsUCITSGBPInsFdr (0P0001KUFW.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
14,009.00+97.60 (+0.70%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.44%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 May 2024)36.65%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return36.65%
Worst 3-yr total return6.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001KUFW.LCategory
YTD20.66%0.00%
1-month4.15%0.00%
3-month20.66%0.00%
1-year46.30%0.00%
3-year13.71%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
0P0001KUFW.LCategory
2024
N/AN/A
2023
36.65%N/A
2022
-23.93%N/A
2021
17.46%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202420.66%N/AN/AN/A
202312.71%8.11%1.04%10.99%
2022-9.12%-14.13%0.81%-3.32%
20210.20%10.47%2.73%3.29%

Rank in category (by total return)

YTD2
1-month4
3-month2
1-year1
3-year4
5-yearN/A

Load adjusted returns

1-year46.30%
3-year13.71%
5-yearN/A
10-yearN/A