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Russell Inv US Equity P Income (0P00001237.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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4,617.00-32.00 (-0.69%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.95%
5-year average return11.67%
Number of years up17
Number of years down8
Best 1-yr total return (17 Apr 2024)31.07%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return31.07%
Worst 3-yr total return7.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00001237.LCategory
YTD11.62%0.00%
1-month4.10%0.00%
3-month11.62%0.00%
1-year26.70%0.00%
3-year10.83%0.00%
5-year13.04%0.00%
10-year12.60%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00001237.LCategory
2024
N/AN/A
2023
18.48%N/A
2022
-12.10%N/A
2021
22.85%N/A
2020
15.00%N/A
2019
24.07%N/A
2018
-7.35%N/A
2017
9.39%N/A
2016
31.07%N/A
2015
3.73%N/A
2014
16.91%N/A
2013
28.95%N/A
2012
9.74%N/A
2011
-2.43%N/A
2010
16.91%N/A
2009
15.79%N/A
2008
-20.55%N/A
2007
9.36%N/A
2006
-2.40%N/A
2005
18.40%N/A
2004
1.88%N/A
2003
14.03%N/A
2002
-31.61%N/A
2001
-13.46%N/A
2000
-7.50%N/A
1999
16.78%N/A
1998
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.62%N/AN/AN/A
20234.38%4.72%1.19%7.11%
2022-3.90%-9.96%2.79%-1.18%
20214.91%8.30%1.34%6.70%
2020-16.10%22.92%2.30%9.00%
201910.37%7.66%4.17%0.24%
2018-6.29%8.61%6.95%-14.89%
20173.85%-0.62%0.17%5.82%
20162.27%8.65%7.70%9.52%
20155.92%-4.85%-5.43%8.82%
20140.19%1.58%5.46%8.93%
201317.99%2.56%-0.40%6.99%
201210.60%-4.13%3.77%-0.26%
20113.03%-0.74%-14.76%11.92%
201011.97%-11.74%5.66%11.96%
2009-6.86%0.50%18.73%4.18%
2008-10.96%-1.51%-2.48%-7.09%
20070.99%4.11%2.91%1.06%
20063.22%-8.97%2.50%1.34%
20050.01%7.00%5.82%4.56%
2004-0.90%1.94%-2.27%3.18%
2003-1.00%9.58%1.48%3.58%
20021.60%-19.33%-19.59%3.78%
2001-10.18%7.40%-19.86%11.94%
20000.24%1.43%3.77%-12.33%
19997.18%8.61%-11.61%13.50%
1998-14.87%23.33%N/AN/A

Rank in category (by total return)

YTD29
1-month15
3-month29
1-year45
3-year78
5-year68

Load adjusted returns

1-year26.70%
3-year10.83%
5-year13.04%
10-year12.60%