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Invesco UK Opports (UK) (Inc) (0P00000R5I.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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501.62+1.66 (+0.33%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.75%
5-year average return7.64%
Number of years up22
Number of years down6
Best 1-yr total return (18 Apr 2024)38.03%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return38.03%
Worst 3-yr total return-2.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000R5I.LCategory
YTD0.82%0.00%
1-month5.47%0.00%
3-month0.82%0.00%
1-year3.30%0.00%
3-year10.94%0.00%
5-year8.14%0.00%
10-year5.68%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000R5I.LCategory
2024
N/AN/A
2023
6.62%N/A
2022
9.55%N/A
2021
26.09%N/A
2020
-8.37%N/A
2019
16.25%N/A
2018
-14.00%N/A
2017
10.68%N/A
2016
14.80%N/A
2015
0.07%N/A
2014
0.51%N/A
2013
38.03%N/A
2012
22.96%N/A
2011
0.72%N/A
2010
9.08%N/A
2009
18.00%N/A
2008
-30.41%N/A
2007
-1.90%N/A
2006
16.94%N/A
2005
21.19%N/A
2004
18.79%N/A
2003
38.65%N/A
2002
-21.99%N/A
2001
-4.86%N/A
2000
18.67%N/A
1999
10.05%N/A
1998
2.42%N/A
1997
21.22%N/A
1996
16.57%N/A
1995
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.82%N/AN/AN/A
20234.07%-1.81%4.02%0.32%
20228.94%-5.02%-6.23%12.91%
20218.74%4.73%5.31%5.13%
2020-28.06%11.67%-4.99%20.06%
20196.95%-0.03%2.47%6.10%
2018-6.77%8.02%-3.46%-11.53%
20172.09%2.50%3.41%2.28%
2016-2.75%-1.56%8.51%10.50%
20156.00%1.49%-11.31%4.88%
20140.01%-1.17%-0.78%2.48%
201313.34%2.46%9.91%8.15%
20129.01%-1.99%7.72%6.84%
20112.04%2.75%-8.92%5.48%
20103.05%-8.21%8.77%6.02%
2009-16.10%13.81%19.86%3.11%
2008-11.78%-10.01%-10.49%-2.08%
20072.41%4.33%-3.05%-5.30%
20068.38%-3.89%4.21%7.72%
20051.94%3.82%6.39%7.62%
20048.00%2.54%-0.29%7.58%
2003-9.72%31.79%11.17%4.83%
20025.53%-6.27%-22.82%2.19%
2001-5.64%9.73%-18.75%13.08%
2000-2.63%13.85%-2.70%10.02%
19997.34%8.79%-4.15%-1.69%
199813.91%-1.46%-19.83%13.82%
19972.55%6.57%11.46%-0.49%
19961.30%4.55%4.18%5.66%
199510.28%8.45%6.14%N/A

Rank in category (by total return)

YTD97
1-month5
3-month97
1-year96
3-year2
5-year3

Load adjusted returns

1-year3.30%
3-year10.94%
5-year8.14%
10-year5.68%