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Barclays UK Equity Income (Series 2) Fund A Dis GBP (0P00000E3A.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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283.70-4.50 (-1.56%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up11
Number of years down3
Best 1-yr total return (Invalid Date)24.28%
Worst 1-yr total return (Invalid Date)-21.12%
Best 3-yr total return24.28%
Worst 3-yr total return-3.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000E3A.LCategory
YTD14.64%4.24%
1-month1.92%1.48%
3-month10.20%4.24%
1-year34.94%14.68%
3-year-0.69%7.57%
5-year2.70%11.27%
10-year6.65%5.98%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000E3A.LCategory
2021
N/AN/A
2020
-14.90%N/A
2019
18.23%N/A
2018
-11.34%N/A
2017
11.06%N/A
2016
8.70%N/A
2015
4.88%6.33%
2014
4.22%3.89%
2013
24.28%25.89%
2012
16.93%14.94%
2011
0.36%-1.86%
2010
9.93%15.46%
2009
19.72%23.76%
2008
-21.12%-28.12%
2007
3.24%-0.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20218.86%N/AN/AN/A
2020-30.85%9.14%-5.49%19.30%
20198.91%0.40%1.48%6.54%
2018-4.84%8.56%-2.35%-12.11%
20173.23%2.25%2.16%2.98%
2016-2.87%1.40%6.99%3.16%
20155.59%-1.18%-2.96%3.58%
20140.10%1.81%0.84%1.42%
20139.34%1.21%5.96%5.99%
20126.27%-2.08%6.68%5.34%
20110.57%3.14%-7.77%4.90%
20104.94%-8.48%9.18%4.85%
2009-13.00%12.49%17.23%4.36%
2008-12.85%-1.93%-4.95%-2.91%
20072.24%2.46%-1.99%0.56%

Rank in category (by total return)

YTD21
1-month10
3-month21
1-year30
3-year75
5-year59

Load adjusted returns

1-year27.93%
3-year-0.86%
5-year2.88%
10-year5.90%