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Invesco Monthly Inc Plus UK Inc (0P00000DIS.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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94.40-0.21 (-0.22%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.93%
5-year average return3.81%
Number of years up18
Number of years down6
Best 1-yr total return (21 May 2024)43.06%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return43.06%
Worst 3-yr total return0.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000DIS.LCategory
YTD0.37%0.00%
1-month-1.02%0.00%
3-month0.18%0.00%
1-year8.67%0.00%
3-year1.16%0.00%
5-year3.44%0.00%
10-year3.33%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000DIS.LCategory
2024
N/AN/A
2023
10.62%N/A
2022
-9.23%N/A
2021
5.34%N/A
2020
6.73%N/A
2019
9.91%N/A
2018
-4.79%N/A
2017
7.58%N/A
2016
5.36%N/A
2015
0.80%N/A
2014
4.67%N/A
2013
10.26%N/A
2012
20.92%N/A
2011
-3.01%N/A
2010
12.87%N/A
2009
43.06%N/A
2008
-22.59%N/A
2007
1.94%N/A
2006
10.13%N/A
2005
10.04%N/A
2004
15.46%N/A
2003
32.20%N/A
2002
-6.57%N/A
2001
-1.78%N/A
2000
5.26%N/A
1999
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.41%N/AN/AN/A
20230.84%0.42%0.98%8.19%
2022-2.54%-7.79%-4.08%5.30%
20210.62%3.42%1.39%-0.16%
2020-11.57%11.63%1.87%6.14%
20193.59%2.52%1.10%2.37%
2018-1.61%-0.46%0.47%-3.24%
20172.27%3.21%1.04%0.88%
2016-0.37%0.49%4.06%1.13%
20153.23%-1.43%-1.70%0.78%
20141.71%1.89%0.10%0.90%
20134.44%0.34%2.49%2.66%
20128.86%-0.44%6.33%4.93%
20113.55%0.42%-8.90%2.38%
20107.68%-3.12%7.64%0.52%
2009-5.62%22.29%17.54%5.46%
2008-5.64%1.28%-8.28%-11.68%
20071.76%-0.42%0.68%-0.09%
20063.25%0.29%3.52%2.74%
20051.09%2.97%3.47%2.18%
20043.87%1.15%3.73%5.94%
20034.49%15.28%3.46%6.07%
2002-2.82%-4.11%-5.20%5.76%
20014.19%-1.44%-10.78%7.20%
20004.97%1.49%-1.13%-0.07%
19992.91%0.26%2.97%N/A

Rank in category (by total return)

YTD87
1-month52
3-month96
1-year23
3-year43
5-year31

Load adjusted returns

1-year7.19%
3-year0.69%
5-year3.15%
10-year3.18%