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Macquarie US Large Cap Value A GBP Dist (0P0001J66X.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,875.47-20.33 (-0.52%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up2
Number of years down2
Best 1-yr total return (Invalid Date)35.15%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return35.15%
Worst 3-yr total return3.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001J66X.LCategory
YTD9.30%0.00%
1-month5.03%0.00%
3-month9.30%0.00%
1-year11.92%0.00%
3-year8.11%0.00%
5-year6.52%0.00%
10-year9.42%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001J66X.LCategory
2024
N/AN/A
2023
-3.88%N/A
2022
6.32%N/A
2021
21.81%N/A
2020
-5.28%N/A
2019
15.02%N/A
2018
1.32%N/A
2017
2.31%N/A
2016
35.15%N/A
2015
3.00%N/A
2014
16.98%N/A
2013
29.13%N/A
2012
7.48%N/A
2011
7.98%N/A
2010
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.30%N/AN/AN/A
2023-6.13%-0.21%-2.24%4.95%
20222.60%-3.27%2.25%4.77%
20217.68%2.26%2.32%8.12%
2020-22.54%15.07%-1.72%8.13%
20198.11%2.95%4.91%-1.50%
2018-4.89%8.25%9.19%-9.86%
20171.23%-4.45%1.47%4.23%
20163.85%17.33%2.30%8.43%
20156.59%-7.54%-4.51%9.45%
20141.75%0.62%6.98%6.81%
201319.58%3.52%-2.16%6.61%
20124.43%1.50%1.15%0.24%
20114.32%1.26%-10.58%14.31%
2010-8.76%6.62%10.25%N/A

Rank in category (by total return)

YTD59
1-month62
3-month59
1-year88
3-year89
5-year100

Load adjusted returns

1-year3.67%
3-year5.38%
5-year4.90%
10-year8.58%