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Rathbone Sussex Income (0P000025OC.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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244.99+0.63 (+0.26%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.54%
5-year average return4.89%
Number of years up15
Number of years down4
Best 1-yr total return (18 Jun 2024)26.60%
Worst 1-yr total return (18 Jun 2024)N/A
Best 3-yr total return26.60%
Worst 3-yr total return2.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000025OC.LCategory
YTD8.29%0.00%
1-month1.36%0.00%
3-month6.15%0.00%
1-year13.94%0.00%
3-year5.09%0.00%
5-year5.33%0.00%
10-year5.87%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000025OC.LCategory
2024
N/AN/A
2023
4.63%N/A
2022
-2.28%N/A
2021
11.54%N/A
2020
0.26%N/A
2019
15.78%N/A
2018
-7.53%N/A
2017
15.46%N/A
2016
6.69%N/A
2015
9.29%N/A
2014
0.59%N/A
2013
24.09%N/A
2012
13.58%N/A
2011
-1.29%N/A
2010
17.02%N/A
2009
26.60%N/A
2008
-21.62%N/A
2007
3.47%N/A
2006
27.68%N/A
2005
19.63%N/A
2004
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.90%N/AN/AN/A
2023-0.42%0.20%0.80%4.03%
2022-0.94%-6.16%-0.29%5.43%
20213.12%2.93%1.84%3.18%
2020-22.53%17.83%-1.01%10.96%
20197.90%5.72%-1.77%3.34%
2018-5.92%8.23%-0.91%-8.35%
20173.53%3.48%3.20%4.42%
2016-3.60%-1.45%8.45%3.55%
20157.22%-0.34%-3.05%5.49%
2014-1.60%0.86%-0.61%1.99%
201312.14%-0.04%5.14%5.30%
20124.52%-1.45%7.58%2.50%
20111.12%2.66%-11.40%7.32%
20104.69%-5.87%9.79%8.16%
2009-8.41%11.78%15.36%7.19%
2008-9.73%-1.49%-8.80%-3.35%
20073.67%1.06%-2.86%1.68%
200610.44%-1.66%7.43%9.44%
20051.74%4.13%7.18%5.36%
20041.45%2.79%6.60%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year7.68%
3-year3.13%
5-year4.14%
10-year5.27%