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DMS Stirling House Monthly Inc Ret Acc (0P0000YEFW.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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107.24+0.36 (+0.34%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.71%
5-year average return-1.93%
Number of years up7
Number of years down3
Best 1-yr total return (6 Jun 2024)8.16%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return8.16%
Worst 3-yr total return-4.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000YEFW.LCategory
YTD-2.79%0.00%
1-month-2.70%0.00%
3-month-1.48%0.00%
1-year0.45%0.00%
3-year-5.21%0.00%
5-year-1.92%0.00%
10-year0.54%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000YEFW.LCategory
2024
N/AN/A
2023
4.42%N/A
2022
-18.47%N/A
2021
0.99%N/A
2020
4.14%N/A
2019
8.13%N/A
2018
-2.79%N/A
2017
3.79%N/A
2016
8.16%N/A
2015
-1.91%N/A
2014
6.11%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.09%N/AN/AN/A
20231.32%-3.29%-0.79%7.41%
2022-6.56%-8.38%-7.42%2.86%
2021-2.88%2.09%-0.91%2.79%
2020-5.99%6.35%1.05%3.09%
20193.37%2.30%3.22%-0.94%
2018-2.29%0.95%-0.30%-1.16%
20172.04%0.40%-0.42%1.73%
20161.85%3.30%4.94%-2.03%
20152.14%-4.05%-0.20%0.29%
20141.08%1.43%1.73%1.75%
2013-3.50%1.16%1.17%N/A

Rank in category (by total return)

YTD100
1-month100
3-month100
1-year99
3-year100
5-year99

Load adjusted returns

1-year-4.57%
3-year-6.81%
5-year-2.92%
10-year0.03%