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Thesis Headway B Acc (0P0000K73Z.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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0.00000.0000 (0.00%)
At close: 02:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.22%
5-year average return2.97%
Number of years up11
Number of years down4
Best 1-yr total return (5 Jul 2024)13.30%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return13.30%
Worst 3-yr total return1.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000K73Z.LCategory
YTD3.88%0.00%
1-month-0.79%0.00%
3-month1.83%0.00%
1-year7.07%0.00%
3-year2.47%0.00%
5-year3.42%0.00%
10-year3.04%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000K73Z.LCategory
2024
N/AN/A
2023
3.44%N/A
2022
-2.72%N/A
2021
7.57%N/A
2020
2.93%N/A
2019
7.73%N/A
2018
-3.99%N/A
2017
3.98%N/A
2016
7.97%N/A
2015
0.00%N/A
2014
1.36%N/A
2013
8.70%N/A
2012
1.86%N/A
2011
-5.08%N/A
2010
7.82%N/A
2009
13.30%N/A
2008
-18.08%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.43%N/AN/AN/A
20230.36%-0.50%1.72%1.83%
20220.98%-4.62%-0.29%1.31%
20212.47%2.56%0.71%1.63%
2020-7.56%5.26%1.74%3.98%
20194.24%2.23%0.94%0.15%
2018-3.19%3.63%2.23%-6.38%
20171.99%-0.73%0.66%2.04%
20161.52%-1.06%5.98%1.43%
20152.78%-1.39%-2.48%1.18%
20141.27%-1.43%-0.36%1.92%
20136.61%-1.76%1.98%1.78%
20123.16%-2.43%1.10%0.10%
2011-1.78%0.28%-4.96%1.40%
20103.64%-3.33%3.48%4.00%
20091.30%4.48%6.01%0.98%
2008-5.76%-1.51%-4.89%-7.20%
20072.68%1.96%1.72%N/A

Rank in category (by total return)

YTD20
1-month98
3-month65
1-year80
3-year18
5-year41

Load adjusted returns

1-year3.85%
3-year1.44%
5-year2.79%
10-year2.72%