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Margetts Opes Growth (0P00000HM0.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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0.00000.0000 (0.00%)
At close: 02:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.21%
5-year average return5.76%
Number of years up16
Number of years down4
Best 1-yr total return (24 June 2024)24.05%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return24.05%
Worst 3-yr total return0.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000HM0.LCategory
YTD8.77%0.00%
1-month1.19%0.00%
3-month3.37%0.00%
1-year15.44%0.00%
3-year2.38%0.00%
5-year6.02%0.00%
10-year7.23%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000HM0.LCategory
2024
N/AN/A
2023
11.63%N/A
2022
-17.94%N/A
2021
12.47%N/A
2020
8.61%N/A
2019
23.19%N/A
2018
-9.58%N/A
2017
11.30%N/A
2016
19.73%N/A
2015
6.35%N/A
2014
6.95%N/A
2013
15.68%N/A
2012
14.79%N/A
2011
-13.72%N/A
2010
21.16%N/A
2009
24.05%N/A
2008
-29.83%N/A
2007
21.11%N/A
2006
19.12%N/A
2005
24.11%N/A
2004
13.18%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.00%N/AN/AN/A
20233.22%2.27%0.06%5.69%
2022-7.24%-11.55%-0.51%0.53%
20210.98%8.30%0.50%2.33%
2020-19.92%14.92%6.60%10.71%
20198.38%6.27%2.37%4.49%
2018-6.57%6.41%2.38%-11.17%
20174.24%0.67%0.21%5.83%
20160.94%4.01%9.53%4.12%
20156.81%-3.58%-5.21%8.95%
20140.02%1.34%1.55%3.91%
201311.68%-3.20%3.50%3.40%
20128.30%-2.68%6.01%2.74%
2011-3.56%-1.73%-12.78%4.38%
20107.54%-6.39%8.62%10.79%
2009-3.36%4.12%19.29%3.35%
2008-8.92%1.04%-13.65%-11.69%
20074.64%5.77%6.43%2.83%
20068.39%-4.55%5.44%9.20%
20051.61%4.91%9.27%6.54%
20044.38%1.24%-1.19%8.39%
20036.74%-1.94%3.65%N/A

Rank in category (by total return)

YTD34
1-month69
3-month25
1-year62
3-year91
5-year89

Load adjusted returns

1-year9.67%
3-year0.64%
5-year4.94%
10-year6.68%