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Barclays UK Lower Cap Fund A Dis GBP (0P00000E3N.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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490.50+3.30 (+0.68%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up8
Number of years down6
Best 1-yr total return (Invalid Date)44.21%
Worst 1-yr total return (Invalid Date)-35.25%
Best 3-yr total return44.21%
Worst 3-yr total return-4.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000E3N.LCategory
YTD13.59%4.87%
1-month1.61%1.45%
3-month10.95%4.87%
1-year52.92%18.12%
3-year5.32%6.82%
5-year8.45%11.38%
10-year11.90%6.89%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000E3N.LCategory
2021
N/AN/A
2020
-2.01%N/A
2019
32.18%N/A
2018
-19.61%N/A
2017
25.05%N/A
2016
5.66%N/A
2015
19.89%6.91%
2014
-0.09%0.14%
2013
44.21%30.20%
2012
29.38%18.69%
2011
-7.29%-9.52%
2010
34.59%22.85%
2009
36.53%37.07%
2008
-35.25%-34.91%
2007
-1.15%-1.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20215.15%N/AN/AN/A
2020-34.47%18.26%6.60%18.61%
201910.22%2.68%1.40%15.17%
2018-6.25%5.89%-3.89%-15.75%
20177.90%3.91%6.76%4.48%
2016-3.81%-6.73%13.09%4.14%
20155.59%7.27%-0.43%6.29%
20145.62%-5.97%0.30%0.30%
201314.16%2.86%10.54%11.10%
201213.96%-5.02%11.98%6.73%
20112.91%2.42%-15.23%3.76%
20108.28%-6.84%18.31%12.77%
2009-3.36%17.07%22.21%-1.25%
2008-7.35%-4.06%-13.80%-15.49%
20075.28%2.77%-3.32%-5.50%

Rank in category (by total return)

YTD54
1-month57
3-month54
1-year16
3-year51
5-year30

Load adjusted returns

1-year50.16%
3-year3.70%
5-year7.51%
10-year10.77%