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Money
What a Labour government needs to do for pensions and work in the first 100 days
The next government should hit the ground running — here is what should be on the to-do list
Leland Thomson Reuters Private Eq Idx C (LDPCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.52
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-4.90%
5-year average return
1.66%
Number of years up
5
Number of years down
2
Best 1-yr total return (17 Aug 2023)
33.53%
Worst 1-yr total return (17 Aug 2023)
N/A
Best 3-yr total return
33.53%
Worst 3-yr total return
1.18%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
LDPCX
Category
YTD
-4.90%
5.31%
1-month
-1.86%
-4.19%
3-month
4.85%
3.90%
1-year
-11.36%
20.31%
3-year
-1.46%
6.48%
5-year
1.66%
11.78%
10-year
0.00%
10.96%
Last bull market
49.11%
25.56%
Last bear market
-28.67%
-15.11%
Annual total return (%) history
Year
LDPCX
Category
2023
N/A
22.32%
2022
-32.64%
-16.96%
2021
26.95%
26.07%
2020
21.13%
15.83%
2019
33.53%
28.78%
2018
-13.36%
-6.27%
2017
27.19%
20.44%
2016
5.31%
10.37%
2015
N/A
-1.07%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2023
-8.09%
1.96%
N/A
N/A
2022
-13.39%
-28.67%
-7.19%
17.49%
2021
3.56%
6.21%
-2.66%
18.57%
2020
-33.38%
30.60%
16.13%
19.89%
2019
15.48%
4.18%
2.13%
8.67%
2018
-5.23%
3.51%
11.54%
-20.82%
2017
6.50%
2.01%
4.65%
11.88%
2016
-2.42%
1.76%
4.16%
1.82%
2015
11.67%
N/A
N/A
N/A
Rank in category (by total return)
YTD
100
1-month
4
3-month
96
1-year
100
3-year
100
5-year
100
Load adjusted returns
1-year
-4.48%
3-year
2.30%
5-year
2.69%
10-year
N/A
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