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Liontrust MA Passive Progressive Fund Class Class A Accumulation (0P0000XK44.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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220.03-0.20 (-0.09%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.79%
5-year average return4.85%
Number of years up10
Number of years down2
Best 1-yr total return (1 May 2024)20.63%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return20.63%
Worst 3-yr total return1.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XK44.LCategory
YTD4.34%0.00%
1-month2.68%0.00%
3-month4.34%0.00%
1-year11.74%0.00%
3-year4.46%0.00%
5-year5.54%0.00%
10-year7.12%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XK44.LCategory
2024
N/AN/A
2023
10.20%N/A
2022
-8.98%N/A
2021
10.47%N/A
2020
3.18%N/A
2019
16.75%N/A
2018
-3.29%N/A
2017
9.25%N/A
2016
20.63%N/A
2015
3.57%N/A
2014
8.18%N/A
2013
8.70%N/A
2012
9.14%N/A
2011
-5.99%N/A
2010
10.55%N/A
2009
17.82%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.34%N/AN/AN/A
20232.91%0.30%0.58%6.15%
2022-2.59%-6.14%-1.43%1.00%
20211.44%4.22%1.69%2.76%
2020-16.18%13.19%0.97%7.71%
20196.36%4.56%3.34%1.59%
2018-5.24%7.78%2.27%-7.41%
20173.33%0.39%0.06%5.26%
20161.52%4.11%8.81%4.88%
20156.15%-4.07%-4.98%7.04%
20140.00%2.70%2.01%3.26%
20138.41%-3.34%3.45%0.27%
20125.66%-4.24%4.28%3.44%
20110.37%-0.66%-9.12%3.76%
20104.91%-5.69%6.78%4.64%
2009-8.51%7.40%16.37%3.03%

Rank in category (by total return)

YTD51
1-month58
3-month51
1-year33
3-year33
5-year40

Load adjusted returns

1-year11.74%
3-year4.46%
5-year5.54%
10-year7.12%