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Purisima Global Total Return Int (0P0000266P.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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517.21+0.81 (+0.16%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.37%
5-Year Average Return14.16%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jun 28, 2024)26.96%
Worst 1 Yr Total Return (Jun 28, 2024)N/A
Best 3-Yr Total Return26.96%
Worst 3-Yr Total Return2.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000266P.LCategory
YTD12.79%0.00%
1-Month0.61%0.00%
3-Month4.29%0.00%
1-Year26.18%0.00%
3-Year11.45%0.00%
5-Year14.53%0.00%
10-Year13.32%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000266P.LCategory
2024
N/AN/A
2023
26.96%N/A
2022
-17.49%N/A
2021
24.10%N/A
2020
21.20%N/A
2019
26.44%N/A
2018
-7.07%N/A
2017
13.92%N/A
2016
25.69%N/A
2015
7.20%N/A
2014
10.99%N/A
2013
20.91%N/A
2012
0.04%N/A
2011
-7.57%N/A
2010
17.35%N/A
2009
24.24%N/A
2008
-24.61%N/A
2007
11.14%N/A
2006
0.69%N/A
2005
22.24%N/A
2004
-0.33%N/A
2003
20.08%N/A
2002
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.00%N/AN/AN/A
20238.33%7.32%-0.57%9.84%
2022-5.04%-14.66%0.72%1.09%
20212.14%10.29%3.06%6.89%
2020-12.34%22.59%6.94%5.46%
201911.97%7.72%0.89%3.90%
2018-6.54%9.00%6.98%-14.73%
20175.90%0.87%1.47%5.11%
2016-0.64%6.19%8.60%9.69%
20156.89%-5.50%-5.76%12.61%
2014-0.02%1.30%3.62%5.76%
201314.78%0.84%-1.18%5.71%
20125.20%-8.42%4.42%-0.55%
20110.47%-0.11%-14.93%8.27%
201010.85%-14.36%7.37%15.12%
2009-8.82%6.79%21.46%5.04%
2008-10.10%1.26%-14.08%-3.62%
20071.76%7.11%1.88%0.09%
20067.75%-7.84%-1.00%2.43%
20050.60%4.68%9.15%6.35%
2004-3.06%1.19%-1.21%2.85%
2003-1.94%10.88%3.78%6.43%
2002-18.63%0.22%N/AN/A

Rank In Category (By Total Return)

YTD11
1-Month74
3-Month7
1-Year9
3-Year5
5-Year7

Load Adjusted Returns

1-Year19.56%
3-Year9.46%
5-Year13.31%
10-Year12.71%