LSE - Delayed Quote GBp

WS Doherty Distribution B Inc (0P00017DTB.L)

84.00
+0.45
+(0.54%)
At close: June 10 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -2.59%
5y Average Return -0.96%
Number of Years Up 4
Number of Years Down 3
Best 1Y Total Return (Jun 10, 2024) 12.64%
Worst 1Y Total Return (Jun 10, 2024) --
Best 3Y Total Return 12.64%
Worst 3Y Total Return -4.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00017DTB.L
Category
YTD
-3.38%
0.00%
1-Month
-0.11%
0.00%
3-Month
-1.16%
0.00%
1-Year
3.10%
0.00%
3-Year
-3.05%
0.00%
5-Year
-1.01%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00017DTB.L
Category
2024
--
--
2023
7.02%
--
2022
-12.20%
--
2021
1.63%
--
2020
-3.42%
--
2019
12.64%
--
2018
-6.52%
--
2017
5.47%
--

2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.87% -- -- --
2023 1.42% -0.92% -0.56% 7.11%
2022 -4.98% -6.64% -5.99% 5.28%
2021 -0.49% 2.58% 0.29% -0.72%
2020 -16.62% 9.59% -1.20% 6.97%
2019 5.22% 1.88% 1.73% 3.30%
2018 -3.44% 1.92% 0.98% -5.93%
2017 2.21% 1.80% 0.14% 1.21%
2016 1.44% 5.65% 0.09% --

Rank in Category (By Total Return)

YTD 97
1-Month 95
3-Month 99
1-Year 84
3-Year 93
5-Year 100

Load Adjusted Returns

1-Year -2.05%
3-Year -4.69%
5-Year -2.02%
10-Year --

Performance & Risk

YTD Return -2.59%
5y Average Return -0.96%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Doherty PIC Limited (T.Bailey)
Net Assets 1.31M
YTD Return -3.38%
Yield 3.71%
Morningstar Rating
Inception Date Feb 15, 2016

Fund Summary

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