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WS Opie Street Balanced R GBP Inc (0P0001H9YX.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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400.96+1.25 (+0.31%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.03%
5-Year Average Return0.00%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jul 5, 2024)13.88%
Worst 1 Yr Total Return (Jul 5, 2024)N/A
Best 3-Yr Total Return13.88%
Worst 3-Yr Total Return1.49%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001H9YX.LCategory
YTD2.32%0.00%
1-Month1.54%0.00%
3-Month2.24%0.00%
1-Year7.09%0.00%
3-Year1.40%0.00%
5-Year0.00%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001H9YX.LCategory
2024
N/AN/A
2023
6.11%N/A
2022
-10.23%N/A
2021
13.88%N/A
2020
2.27%N/A
2019
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.61%N/AN/AN/A
20230.90%-0.04%-1.72%7.04%
2022-4.17%-7.54%-3.93%5.45%
20211.97%5.24%3.09%2.93%
2020-15.93%10.58%1.30%8.60%
20193.63%N/AN/AN/A

Rank In Category (By Total Return)

YTD91
1-Month17
3-Month69
1-Year92
3-Year75
5-YearN/A

Load Adjusted Returns

1-Year7.09%
3-Year1.40%
5-YearN/A
10-YearN/A