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Scottish Widows Regular Income A Inc (0P00000MDV.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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125.10+0.70 (+0.56%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.44%
5-year average return2.50%
Number of years up19
Number of years down9
Best 1-yr total return (5 Jul 2024)22.10%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return22.10%
Worst 3-yr total return-1.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000MDV.LCategory
YTD6.21%0.00%
1-month1.85%0.00%
3-month7.84%0.00%
1-year13.48%0.00%
3-year4.11%0.00%
5-year3.37%0.00%
10-year3.72%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000MDV.LCategory
2024
N/AN/A
2023
8.52%N/A
2022
-6.76%N/A
2021
11.40%N/A
2020
-6.98%N/A
2019
12.74%N/A
2018
-7.30%N/A
2017
9.41%N/A
2016
12.19%N/A
2015
1.06%N/A
2014
1.81%N/A
2013
16.82%N/A
2012
9.40%N/A
2011
-3.71%N/A
2010
11.28%N/A
2009
22.10%N/A
2008
-27.18%N/A
2007
-4.48%N/A
2006
15.32%N/A
2005
19.07%N/A
2004
10.48%N/A
2003
13.09%N/A
2002
-6.77%N/A
2001
-2.91%N/A
2000
-0.97%N/A
1999
6.65%N/A
1998
13.43%N/A
1997
21.50%N/A
1996
10.00%N/A
1995
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.52%N/AN/AN/A
20232.87%-2.33%3.12%4.75%
2022-2.03%-5.92%-8.41%10.44%
20212.13%4.72%0.09%4.06%
2020-22.37%11.45%-2.36%10.12%
20196.21%2.27%1.30%2.46%
2018-5.69%6.99%-0.17%-7.96%
20174.37%-0.05%0.75%4.09%
2016-0.55%1.26%9.59%1.66%
20155.73%-3.20%-6.73%5.87%
2014-0.65%1.58%0.09%0.78%
20137.59%-0.18%4.59%3.99%
20124.12%-3.89%6.95%2.22%
20111.86%-0.18%-9.86%5.06%
20105.60%-9.32%10.86%4.82%
2009-10.39%13.07%17.41%2.64%
2008-11.03%-2.61%-9.09%-7.54%
20070.92%-1.81%-4.45%0.89%
20066.75%-2.94%6.22%4.79%
20051.57%4.46%5.93%5.95%
20040.80%1.36%2.58%5.41%
2003-1.22%8.48%1.51%3.96%
20021.79%-4.04%-5.16%0.63%
2001-3.69%1.27%-6.36%6.31%
2000-3.02%-0.28%0.69%1.70%
19993.95%0.37%-4.32%6.82%
199810.14%-0.26%-5.16%8.88%
19973.09%5.36%9.45%2.20%
1996-0.21%0.97%4.89%4.09%
19953.27%4.59%4.55%N/A

Rank in category (by total return)

YTD12
1-month12
3-month2
1-year14
3-year24
5-year88

Load adjusted returns

1-year5.54%
3-year1.62%
5-year1.88%
10-year2.97%