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Liontrust MA Blended Interm S Inc (0P00011WRD.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
141.32-0.32 (-0.23%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.46%
5-Year Average Return3.35%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Apr 12, 2024)24.74%
Worst 1 Yr Total Return (Apr 12, 2024)N/A
Best 3-Yr Total Return24.74%
Worst 3-Yr Total Return-0.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00011WRD.LCategory
YTD3.70%0.00%
1-Month2.49%0.00%
3-Month3.70%0.00%
1-Year10.77%0.00%
3-Year2.16%0.00%
5-Year3.69%0.00%
10-Year5.15%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00011WRD.LCategory
2024
N/AN/A
2023
9.79%N/A
2022
-12.88%N/A
2021
8.71%N/A
2020
3.85%N/A
2019
12.95%N/A
2018
-3.62%N/A
2017
6.82%N/A
2016
16.96%N/A
2015
1.88%N/A
2014
7.07%N/A
2013
10.89%N/A
2012
10.34%N/A
2011
-2.98%N/A
2010
14.18%N/A
2009
24.74%N/A
2008
-27.09%N/A
2007
2.42%N/A
2006
8.65%N/A
2005
15.07%N/A
2004
9.38%N/A
2003
16.38%N/A
2002
-17.83%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.70%N/AN/AN/A
20232.79%0.02%0.49%6.27%
2022-4.11%-7.18%-4.14%2.11%
20211.14%4.25%0.71%2.38%
2020-12.22%10.09%1.79%5.57%
20195.52%3.17%3.22%0.52%
2018-3.70%5.09%1.72%-6.38%
20173.08%0.32%-0.24%3.55%
20161.34%3.76%7.97%3.02%
20154.82%-3.54%-3.95%4.89%
20140.59%1.88%0.97%3.47%
20137.92%-1.54%2.85%1.47%
20125.87%-3.43%3.89%3.88%
20110.00%0.33%-9.20%6.50%
20107.26%-8.15%8.22%7.10%
2009-10.59%13.72%17.81%4.15%
2008-7.11%-2.87%-10.47%-9.74%
20070.65%1.37%0.32%0.06%
20064.68%-4.13%4.31%3.79%
20050.99%3.79%5.04%4.52%
20042.39%0.58%0.44%5.75%
2003-2.64%9.72%3.75%5.01%
20020.77%-9.98%-12.37%3.36%

Rank In Category (By Total Return)

YTD29
1-Month37
3-Month29
1-Year21
3-Year43
5-Year37

Load Adjusted Returns

1-Year10.77%
3-Year2.16%
5-Year3.69%
10-Year5.15%