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Rathbone UK Opportunities R Inc (0P0000M6NJ.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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417.82+4.01 (+0.97%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.47%
5-Year Average Return1.99%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Jan 25, 2024)36.15%
Worst 1 Yr Total Return (Jan 25, 2024)N/A
Best 3-Yr Total Return36.15%
Worst 3-Yr Total Return-3.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000M6NJ.LCategory
YTD-3.47%0.00%
1-Month-3.47%0.00%
3-Month11.70%0.00%
1-Year-0.47%0.00%
3-Year-3.84%0.00%
5-Year1.74%0.00%
10-Year2.32%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000M6NJ.LCategory
2023
8.51%N/A
2022
-30.17%N/A
2021
20.24%N/A
2020
5.79%N/A
2019
24.08%N/A
2018
-20.18%N/A
2017
16.63%N/A
2016
7.02%N/A
2015
11.41%N/A
2014
-4.23%N/A
2013
36.15%N/A
2012
15.94%N/A
2011
-7.05%N/A
2010
27.35%N/A
2009
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.37%-1.00%-2.83%9.11%
2022-16.08%-17.23%-11.01%12.99%
20212.34%7.68%5.93%3.01%
2020-25.06%14.74%5.72%16.37%
20197.66%5.09%-2.97%13.04%
2018-7.10%7.73%-0.91%-19.52%
20172.90%2.48%3.18%7.18%
2016-2.74%-5.36%13.22%2.69%
20156.30%2.64%-3.32%5.63%
2014-0.24%-2.15%-3.26%1.41%
201311.15%-0.76%10.86%11.34%
201211.12%-4.83%8.27%1.25%
2011-0.69%3.48%-14.43%5.71%
20104.06%-5.47%15.21%12.37%
20091.31%N/AN/AN/A

Rank In Category (By Total Return)

YTD95
1-Month95
3-Month82
1-Year74
3-Year78
5-Year71

Load Adjusted Returns

1-Year-2.96%
3-Year-4.65%
5-Year1.22%
10-Year2.07%