UK markets closed

JOHCM UK Equity income B GBP Inc (0P000016LJ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
190.50-0.10 (-0.05%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.21%
5-year average return6.83%
Number of years up13
Number of years down6
Best 1-yr total return (22 May 2024)41.18%
Worst 1-yr total return (22 May 2024)N/A
Best 3-yr total return41.18%
Worst 3-yr total return-4.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000016LJ.LCategory
YTD10.38%0.00%
1-month4.68%0.00%
3-month12.89%0.00%
1-year14.32%0.00%
3-year7.49%0.00%
5-year5.20%0.00%
10-year5.53%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000016LJ.LCategory
2024
N/AN/A
2023
6.63%N/A
2022
-1.38%N/A
2021
24.11%N/A
2020
-16.05%N/A
2019
19.37%N/A
2018
-13.64%N/A
2017
17.74%N/A
2016
16.34%N/A
2015
0.96%N/A
2014
1.14%N/A
2013
30.34%N/A
2012
24.25%N/A
2011
-3.97%N/A
2010
16.84%N/A
2009
41.18%N/A
2008
-23.28%N/A
2007
-9.43%N/A
2006
21.18%N/A
2005
24.40%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.45%N/AN/AN/A
20232.03%-3.40%5.59%2.47%
20221.55%-7.36%-7.23%13.00%
202112.82%3.59%3.73%2.37%
2020-36.53%10.52%-8.84%31.27%
20197.93%-0.37%1.72%9.13%
2018-5.42%7.15%-1.80%-13.22%
20174.14%3.50%3.37%5.67%
2016-2.11%-1.38%11.42%8.16%
20156.04%1.57%-8.39%2.33%
2014-0.07%1.48%-0.57%0.30%
201312.02%1.11%7.38%7.16%
201210.87%-2.95%9.52%5.44%
20113.02%1.38%-14.00%6.91%
20106.22%-10.98%13.98%8.41%
2009-9.59%18.52%29.90%1.43%
2008-10.14%-6.75%-4.04%-4.59%
20072.53%-1.91%-5.64%-4.56%
200610.71%-3.88%5.62%7.82%
20054.10%3.80%5.20%9.43%

Rank in category (by total return)

YTD2
1-month6
3-month1
1-year3
3-year24
5-year37

Load adjusted returns

1-year8.61%
3-year5.67%
5-year4.13%
10-year4.99%