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Carvetian Generation Income (0P00000X0L.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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940.76+6.83 (+0.73%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.47%
5-year average return5.03%
Number of years up19
Number of years down8
Best 1-yr total return (30 Apr 2024)23.13%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return23.13%
Worst 3-yr total return1.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000X0L.LCategory
YTD5.22%0.00%
1-month2.83%0.00%
3-month5.22%0.00%
1-year10.23%0.00%
3-year3.19%0.00%
5-year5.69%0.00%
10-year4.86%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000X0L.LCategory
2024
N/AN/A
2023
5.58%N/A
2022
-10.29%N/A
2021
11.13%N/A
2020
10.50%N/A
2019
13.80%N/A
2018
-8.18%N/A
2017
6.14%N/A
2016
6.82%N/A
2015
3.38%N/A
2014
8.32%N/A
2013
14.24%N/A
2012
6.62%N/A
2011
-8.05%N/A
2010
12.65%N/A
2009
23.13%N/A
2008
-17.67%N/A
2007
3.87%N/A
2006
10.39%N/A
2005
20.16%N/A
2004
9.97%N/A
2003
19.20%N/A
2002
-16.83%N/A
2001
-8.38%N/A
2000
-5.86%N/A
1999
17.18%N/A
1998
19.22%N/A
1997
-3.42%N/A
1996
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.22%N/AN/AN/A
20230.77%0.50%0.88%3.33%
2022-3.79%-7.08%0.06%0.29%
20210.79%4.79%2.87%2.28%
2020-12.26%13.45%4.05%6.69%
20195.63%2.77%2.43%2.34%
2018-3.40%2.82%0.59%-8.09%
20172.08%-1.09%0.56%4.54%
2016-0.28%0.44%4.83%1.74%
201512.68%-4.03%-6.61%2.36%
20141.05%-0.84%4.64%3.31%
20139.85%-1.96%1.54%4.48%
20124.58%-2.53%2.70%1.84%
2011-1.21%0.40%-10.00%3.01%
20106.78%-7.59%5.91%7.79%
2009-1.26%5.91%13.65%3.60%
2008-7.37%-0.78%-7.77%-2.87%
20071.96%3.02%-0.62%-0.50%
20066.81%-4.54%3.03%5.08%
20052.59%3.69%7.87%4.71%
20040.60%1.43%1.73%5.94%
2003-1.91%9.85%3.84%6.53%
20024.19%-9.00%-11.44%-0.96%
2001-6.45%3.13%-13.28%9.50%
2000-0.22%-1.59%-1.60%-2.57%
19995.53%5.72%-6.08%11.84%
199812.49%0.73%-9.58%16.37%
19971.22%4.89%-0.07%-8.96%
19961.68%-1.79%N/AN/A

Rank in category (by total return)

YTD7
1-month8
3-month7
1-year17
3-year20
5-year7

Load adjusted returns

1-year4.72%
3-year1.44%
5-year4.61%
10-year4.32%