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JOHCM UK Equity Income A GBP Inc (0P000025Z4.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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199.10-4.00 (-1.97%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.50%
5-year average return6.46%
Number of years up13
Number of years down6
Best 1-yr total return (2 Jul 2024)41.86%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return41.86%
Worst 3-yr total return-4.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000025Z4.LCategory
YTD15.18%0.00%
1-month4.25%0.00%
3-month17.78%0.00%
1-year25.15%0.00%
3-year8.53%0.00%
5-year7.92%0.00%
10-year6.31%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000025Z4.LCategory
2024
N/AN/A
2023
7.20%N/A
2022
-0.94%N/A
2021
24.79%N/A
2020
-15.69%N/A
2019
19.91%N/A
2018
-13.17%N/A
2017
18.09%N/A
2016
16.86%N/A
2015
1.51%N/A
2014
1.57%N/A
2013
30.92%N/A
2012
24.90%N/A
2011
-3.49%N/A
2010
17.39%N/A
2009
41.86%N/A
2008
-22.86%N/A
2007
-8.93%N/A
2006
21.71%N/A
2005
24.91%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.51%N/AN/AN/A
20232.20%-3.30%5.74%2.58%
20221.61%-7.21%-7.10%13.09%
202112.92%3.76%3.90%2.51%
2020-36.50%10.69%-8.74%31.43%
20198.05%-0.27%1.89%9.21%
2018-5.29%7.27%-1.68%-13.09%
20174.27%3.50%3.47%5.74%
2016-1.94%-1.25%11.53%8.21%
20156.14%1.65%-8.27%2.57%
20140.09%1.56%-0.46%0.38%
201312.15%1.16%7.60%7.25%
201210.96%-2.81%9.72%5.55%
20113.15%1.51%-13.89%7.04%
20106.34%-10.87%14.11%8.54%
2009-9.47%18.67%30.02%1.56%
2008-9.98%-6.63%-3.92%-4.47%
20072.63%-1.80%-5.51%-4.38%
200610.83%-3.76%5.75%7.91%
20054.22%3.93%5.32%9.49%

Rank in category (by total return)

YTD2
1-month26
3-month2
1-year2
3-year15
5-year9

Load adjusted returns

1-year18.89%
3-year6.69%
5-year6.82%
10-year5.77%