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Liontrust Institutional UK Sm Cap A (0P000025Y8.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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282.66+1.65 (+0.59%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.41%
5-year average return-2.41%
Number of years up13
Number of years down6
Best 1-yr total return (27 Apr 2023)78.73%
Worst 1-yr total return (27 Apr 2023)N/A
Best 3-yr total return78.73%
Worst 3-yr total return-2.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000025Y8.LCategory
YTD0.41%0.00%
1-month1.65%0.00%
3-month-2.45%0.00%
1-year-13.13%0.00%
3-year5.43%0.00%
5-year-2.41%0.00%
10-year2.89%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000025Y8.LCategory
2023
N/AN/A
2022
-27.25%N/A
2021
21.83%N/A
2020
4.73%N/A
2019
19.04%N/A
2018
-21.91%N/A
2017
16.67%N/A
2016
6.16%N/A
2015
8.54%N/A
2014
-5.68%N/A
2013
26.93%N/A
2012
13.91%N/A
2011
-12.98%N/A
2010
39.12%N/A
2009
78.73%N/A
2008
-58.43%N/A
2007
-6.66%N/A
2006
21.68%N/A
2005
28.99%N/A
2004
32.82%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-2.10%N/AN/AN/A
2022-14.80%-14.51%-8.54%9.19%
20214.86%9.39%6.44%-0.22%
2020-26.61%15.19%5.37%17.56%
20194.89%1.95%-0.09%11.42%
2018-5.39%4.12%-5.31%-16.29%
20179.29%1.04%2.92%2.66%
2016-2.29%-6.04%10.19%4.95%
20150.96%7.24%-2.65%2.98%
20142.96%-4.28%-2.55%-1.80%
20138.06%-3.66%14.66%6.34%
201216.69%-10.52%8.03%0.99%
20111.03%3.94%-20.20%3.84%
20105.31%-7.51%16.60%22.49%
20090.31%39.31%24.52%2.71%
2008-9.58%0.77%-29.89%-34.94%
20073.52%8.33%-6.93%-10.58%
200616.72%-3.51%0.03%8.01%
200511.64%-2.78%14.54%3.76%
200413.34%3.17%3.75%9.49%

Rank in category (by total return)

YTD30
1-month28
3-month21
1-year44
3-year76
5-year93

Load adjusted returns

1-year-11.96%
3-year4.32%
5-year-2.43%
10-year2.83%