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DMS Stirling House Balanced Acc (0P0000YEFY.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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146.29-0.24 (-0.16%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.92%
5-year average return1.15%
Number of years up8
Number of years down2
Best 1-yr total return (22 May 2024)12.32%
Worst 1-yr total return (22 May 2024)N/A
Best 3-yr total return12.32%
Worst 3-yr total return-3.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000YEFY.LCategory
YTD0.84%0.00%
1-month-2.09%0.00%
3-month0.97%0.00%
1-year4.73%0.00%
3-year-3.52%0.00%
5-year0.72%0.00%
10-year3.17%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000YEFY.LCategory
2024
N/AN/A
2023
4.85%N/A
2022
-17.30%N/A
2021
2.48%N/A
2020
9.24%N/A
2019
12.32%N/A
2018
-4.01%N/A
2017
8.37%N/A
2016
10.17%N/A
2015
1.85%N/A
2014
6.92%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.00%N/AN/AN/A
20231.08%-1.68%-2.00%7.65%
2022-5.21%-9.00%-5.92%1.91%
2021-2.08%2.98%-1.02%2.69%
2020-5.54%8.91%2.12%3.97%
20194.76%3.35%3.34%0.38%
2018-2.57%1.73%1.18%-4.29%
20173.65%1.25%0.96%2.29%
20160.51%3.15%6.27%0.00%
20154.32%-3.27%-2.88%3.93%
20140.25%1.71%2.05%2.76%
2013-1.84%1.60%2.73%N/A

Rank in category (by total return)

YTD80
1-month90
3-month83
1-year80
3-year98
5-year93

Load adjusted returns

1-year-0.51%
3-year-5.15%
5-year-0.30%
10-year2.65%