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Thesis TM OAK Sterling B GBP Inc (0P0001LIDB.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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2,016.68+16.15 (+0.81%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.67%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (17 May 2024)6.93%
Worst 1-yr total return (17 May 2024)N/A
Best 3-yr total return6.93%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001LIDB.LCategory
YTD3.13%0.00%
1-month-1.13%0.00%
3-month3.17%0.00%
1-year9.15%0.00%
3-year-2.18%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
0P0001LIDB.LCategory
2024
N/AN/A
2023
6.93%N/A
2022
-14.05%N/A
2021
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.31%N/AN/AN/A
20231.78%1.27%-2.31%6.20%
2022-5.24%-8.80%1.40%-1.93%
20214.40%-1.30%-1.06%N/A

Rank in category (by total return)

YTD64
1-month63
3-month60
1-year48
3-year96
5-yearN/A

Load adjusted returns

1-year2.60%
3-year-4.18%
5-yearN/A
10-yearN/A