Advertisement
Advertisement
U.S. Markets close in 2 hrs 32 mins
Advertisement
Advertisement
Advertisement
Advertisement

Liontrust MA Passive Reserve Fund Class D Accumulation (0P00013TXU.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
152.330.00 (0.00%)
At close: 08:00PM GMT
Advertisement

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.16%
5-Year Average Return6.22%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (May 4, 2021)15.07%
Worst 1 Yr Total Return (May 4, 2021)N/A
Best 3-Yr Total Return15.07%
Worst 3-Yr Total Return4.79%

Trailing Returns (%) Vs. Benchmarks

Return0P00013TXU.LCategory
YTD-1.16%0.00%
1-Month1.47%0.00%
3-Month-0.59%0.00%
1-Year6.41%0.00%
3-Year5.05%0.00%
5-Year6.22%0.00%
10-Year5.60%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00013TXU.LCategory
2021
N/AN/A
2020
6.13%N/A
2019
11.57%N/A
2018
-1.26%N/A
2017
5.08%N/A
2016
14.34%N/A
2015
0.50%N/A
2014
N/AN/A
2013
2.33%N/A
2012
3.27%N/A
2011
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2021-2.32%N/AN/AN/A
2020-4.02%7.21%-0.16%N/A
20194.54%3.32%4.66%N/A
2018-2.41%3.97%0.04%N/A
20172.54%-0.03%-0.51%N/A
20163.67%4.59%6.36%N/A
20154.81%-3.67%-0.63%N/A
20141.91%2.99%4.55%N/A
20133.73%-2.79%1.66%N/A
20122.47%-1.25%2.44%N/A
20111.50%-3.28%2.89%N/A

Rank In Category (By Total Return)

YTD82
1-Month7
3-Month82
1-Year67
3-Year2
5-Year3

Load Adjusted Returns

1-Year8.18%
3-Year5.20%
5-Year5.81%
10-Year5.67%
Advertisement
Advertisement