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Ninety One UK Alpha A Acc (0P00000QYE.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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2,814.87+17.28 (+0.62%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.67%
5-year average return1.97%
Number of years up22
Number of years down9
Best 1-yr total return (12 Apr 2024)37.92%
Worst 1-yr total return (12 Apr 2024)N/A
Best 3-yr total return37.92%
Worst 3-yr total return-2.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000QYE.LCategory
YTD1.03%0.00%
1-month2.59%0.00%
3-month1.03%0.00%
1-year5.71%0.00%
3-year2.64%0.00%
5-year2.59%0.00%
10-year3.98%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000QYE.LCategory
2024
N/AN/A
2023
10.80%N/A
2022
-6.84%N/A
2021
6.14%N/A
2020
-5.57%N/A
2019
20.33%N/A
2018
-10.02%N/A
2017
11.90%N/A
2016
8.02%N/A
2015
5.78%N/A
2014
6.03%N/A
2013
37.92%N/A
2012
21.63%N/A
2011
-9.72%N/A
2010
20.36%N/A
2009
30.67%N/A
2008
-31.94%N/A
2007
2.83%N/A
2006
18.41%N/A
2005
25.87%N/A
2004
12.22%N/A
2003
17.14%N/A
2002
-19.86%N/A
2001
-14.41%N/A
2000
12.78%N/A
1999
28.58%N/A
1998
-6.82%N/A
1997
24.85%N/A
1996
27.79%N/A
1995
-1.37%N/A
1994
1.20%N/A
1993
60.48%N/A
1992
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.03%N/AN/AN/A
20235.90%-1.89%2.04%4.51%
2022-2.91%-6.52%-3.93%6.86%
20212.37%4.83%-1.26%0.18%
2020-20.67%10.92%-3.23%10.89%
201910.69%3.71%1.96%2.81%
2018-5.92%10.52%-1.02%-12.57%
20175.54%2.91%0.90%2.10%
2016-0.47%-1.95%8.24%2.26%
20155.44%-0.38%-4.44%5.38%
20143.84%-1.10%0.55%2.68%
201313.80%0.83%8.28%11.01%
201210.77%-5.34%8.14%7.26%
20110.38%0.00%-17.05%8.41%
20109.01%-10.52%14.20%8.05%
2009-5.51%13.90%19.82%1.33%
2008-5.26%3.75%-24.18%-8.67%
20071.13%1.99%-1.97%1.71%
20069.65%-4.35%4.27%8.28%
20053.31%5.74%9.59%5.14%
20043.16%-0.31%3.70%5.22%
2003-3.17%10.75%2.09%6.99%
20020.82%-8.90%-12.65%-0.10%
2001-8.83%4.87%-17.81%8.91%
20001.30%9.80%6.58%-4.87%
199915.51%7.77%-7.58%11.77%
199817.49%-7.74%-23.04%11.70%
19974.03%3.31%11.89%3.82%
19965.89%11.85%1.17%6.65%
1995-1.04%6.13%3.58%-9.33%
19948.91%-4.83%4.02%-6.13%
199315.74%11.69%16.68%6.40%
199231.81%N/AN/AN/A

Rank in category (by total return)

YTD95
1-month93
3-month95
1-year87
3-year94
5-year95

Load adjusted returns

1-year5.71%
3-year2.64%
5-year2.59%
10-year3.98%