Advertisement
U.S. markets closed

Liontrust MA Dynamic Pasv Advnt D Acc (0P00013TXZ.L)

Stuttgart - Stuttgart Delayed Price. Currency in GBp (0.01 GBP)
220.05+0.24 (+0.11%)
At close: 09:00PM CET

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.69%
5-Year Average Return8.61%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Mar 27, 2024)26.59%
Worst 1 Yr Total Return (Mar 27, 2024)N/A
Best 3-Yr Total Return26.59%
Worst 3-Yr Total Return3.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00013TXZ.LCategory
YTD3.47%0.00%
1-Month2.64%0.00%
3-Month7.61%0.00%
1-Year10.12%0.00%
3-Year6.57%0.00%
5-Year8.17%0.00%
10-Year8.56%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00013TXZ.LCategory
2023
11.57%N/A
2022
-6.66%N/A
2021
14.02%N/A
2020
6.24%N/A
2019
20.13%N/A
2018
-6.33%N/A
2017
14.32%N/A
2016
26.59%N/A
2015
-0.54%N/A
2014
5.29%N/A
2013
5.49%N/A
2012
10.11%N/A
2011
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.17%1.88%0.56%5.56%
2022-1.98%-6.13%0.81%0.63%
20213.57%5.83%1.25%2.74%
2020-19.76%17.38%2.14%10.43%
20197.49%5.74%2.65%2.96%
2018-5.30%5.60%2.06%-8.23%
20176.37%0.00%0.89%6.52%
20163.59%4.90%12.10%3.92%
20157.88%-4.68%-9.87%7.31%
2014-1.18%3.08%1.36%1.98%
20137.97%-5.53%3.92%-0.49%
20127.57%-7.29%5.01%5.14%
2011-1.97%-13.78%3.16%N/A

Rank In Category (By Total Return)

YTD22
1-Month22
3-Month32
1-Year30
3-Year24
5-Year17

Load Adjusted Returns

1-Year10.12%
3-Year6.57%
5-Year8.17%
10-Year8.56%