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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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147.94+0.35 (+0.24%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.08%
5-year average return1.08%
Number of years up8
Number of years down2
Best 1-yr total return (14 Jun 2024)12.32%
Worst 1-yr total return (14 Jun 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
YTD1.41%0.00%
1-month0.56%0.00%
3-month0.78%0.00%
1-year7.38%0.00%
3-year-3.19%0.00%
5-year0.87%0.00%
10-year3.08%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)

YTD86
1-month72
3-month92
1-year76
3-year98
5-year95

Load adjusted returns

1-year2.01%
3-year-4.83%
5-year-0.16%
10-year2.56%