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Macquarie US Large Cap Value I GBP Dist (0P0001J670.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,092.01+21.05 (+0.69%)
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)36.11%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return36.11%
Worst 3-yr total return4.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001J670.LCategory
YTD9.50%0.00%
1-month5.09%0.00%
3-month9.50%0.00%
1-year12.76%0.00%
3-year8.91%0.00%
5-year7.30%0.00%
10-year10.43%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001J670.LCategory
2024
N/AN/A
2023
-3.16%N/A
2022
7.10%N/A
2021
22.70%N/A
2020
-4.60%N/A
2019
15.88%N/A
2018
2.11%N/A
2017
3.18%N/A
2016
36.11%N/A
2015
3.71%N/A
2014
19.83%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.50%N/AN/AN/A
2023-5.96%-0.02%-2.05%5.15%
20222.77%-3.08%2.44%4.96%
20217.86%2.45%2.51%8.32%
2020-22.39%15.28%-1.55%8.31%
20198.31%3.14%5.11%-1.31%
2018-4.70%8.46%9.38%-9.69%
20171.47%-4.28%1.77%4.40%
20164.06%17.51%2.53%8.56%
20156.70%-7.35%-4.33%9.65%
20141.79%2.60%7.20%7.02%
20133.71%-2.06%6.85%N/A

Rank in category (by total return)

YTD53
1-month61
3-month53
1-year85
3-year84
5-year94

Load adjusted returns

1-year12.76%
3-year8.91%
5-year7.30%
10-year10.43%