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Rathbone Income R Inc (0P00000DMK.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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827.76-3.15 (-0.38%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.89%
5-year average return4.75%
Number of years up41
Number of years down9
Best 1-yr total return (25 Jan 2024)24.45%
Worst 1-yr total return (25 Jan 2024)N/A
Best 3-yr total return24.45%
Worst 3-yr total return-1.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000DMK.LCategory
YTD-2.89%0.00%
1-month-2.89%0.00%
3-month5.37%0.00%
1-year0.32%0.00%
3-year7.57%0.00%
5-year4.43%0.00%
10-year4.85%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000DMK.LCategory
2023
6.76%N/A
2022
-0.68%N/A
2021
19.68%N/A
2020
-11.25%N/A
2019
17.74%N/A
2018
-9.24%N/A
2017
7.41%N/A
2016
7.56%N/A
2015
8.97%N/A
2014
6.60%N/A
2013
24.45%N/A
2012
15.48%N/A
2011
0.33%N/A
2010
19.28%N/A
2009
24.18%N/A
2008
-34.07%N/A
2007
-2.44%N/A
2006
21.66%N/A
2005
23.83%N/A
2004
19.17%N/A
2003
24.41%N/A
2002
-8.98%N/A
2001
6.94%N/A
2000
17.97%N/A
1999
13.21%N/A
1998
12.91%N/A
1997
25.27%N/A
1996
17.80%N/A
1995
20.28%N/A
1994
-9.14%N/A
1993
39.05%N/A
1992
21.12%N/A
1991
9.76%N/A
1990
-7.66%N/A
1989
19.46%N/A
1988
14.82%N/A
1987
16.78%N/A
1986
38.40%N/A
1985
34.55%N/A
1984
30.25%N/A
1983
32.45%N/A
1982
15.43%N/A
1981
12.60%N/A
1980
16.63%N/A
1979
8.81%N/A
1978
15.60%N/A
1977
26.04%N/A
1976
3.13%N/A
1975
69.16%N/A
1974
-38.37%N/A
1973
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20231.68%-1.14%1.36%4.78%
2022-0.80%-7.09%-2.97%11.07%
20217.17%4.94%1.21%5.14%
2020-26.35%10.65%-3.46%12.81%
20198.76%2.30%1.63%4.13%
2018-6.27%7.52%0.03%-9.97%
20175.99%1.75%-1.34%0.95%
2016-2.09%-0.64%8.29%2.11%
20156.40%-1.26%-1.26%5.05%
20141.30%1.66%0.97%2.52%
201310.33%2.73%4.77%4.79%
20124.73%-0.77%7.54%3.33%
2011-1.37%2.41%-6.65%6.40%
20105.66%-6.74%9.63%10.42%
2009-10.76%13.71%17.25%4.37%
2008-10.41%-5.23%-11.03%-12.71%
20073.55%0.25%-4.06%-2.04%
200610.10%-2.12%5.03%7.48%
20054.06%2.48%7.76%7.76%
20045.67%3.01%2.16%7.16%
2003-4.69%17.99%4.48%5.88%
20027.49%-1.71%-13.73%-0.14%
20012.67%5.63%-11.88%11.90%
2000-1.16%6.74%0.52%11.24%
19990.47%8.74%-4.04%7.98%
199811.26%4.14%-8.49%6.49%
19976.66%4.20%11.30%1.28%
19961.68%4.50%5.16%5.43%
19951.77%4.59%7.43%5.19%
1994-7.58%-6.47%3.43%1.63%
19937.24%4.29%11.49%11.52%
19923.33%8.98%-10.94%20.77%
199113.00%-2.92%8.18%-7.51%
1990-6.31%6.34%-16.87%11.49%
198914.09%2.95%4.78%-2.93%
19882.80%8.12%0.21%3.09%
198726.47%15.97%8.29%-26.47%
198623.42%4.83%-3.22%10.52%
19859.31%3.87%6.41%11.36%
198415.08%-5.85%8.17%11.14%
198315.32%8.00%0.53%5.79%
19824.87%-3.93%5.88%8.21%
198111.75%4.80%-14.88%12.95%
19802.92%4.22%9.43%-0.64%
197913.07%-1.59%1.65%-3.81%
19782.14%8.98%10.89%-6.35%
197717.50%11.42%-6.53%3.01%
197614.71%-8.08%-4.02%1.91%
197534.55%19.35%-1.79%7.26%
1974-4.04%-15.86%-13.64%-11.63%
1973-5.49%-17.84%N/AN/A

Rank in category (by total return)

YTD95
1-month95
3-month85
1-year70
3-year50
5-year54

Load adjusted returns

1-year-2.18%
3-year6.67%
5-year3.90%
10-year4.59%