UK markets close in 4 hours 52 minutes

UK Equities A (0P0000268D.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
400.10-6.30 (-1.55%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.09%
5-year average return3.88%
Number of years up15
Number of years down8
Best 1-yr total return (2 Jul 2024)25.36%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return25.36%
Worst 3-yr total return-0.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000268D.LCategory
YTD9.13%0.00%
1-month3.22%0.00%
3-month9.71%0.00%
1-year16.55%0.00%
3-year3.04%0.00%
5-year5.16%0.00%
10-year4.60%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000268D.LCategory
2024
N/AN/A
2023
7.98%N/A
2022
-12.18%N/A
2021
18.00%N/A
2020
-5.33%N/A
2019
24.10%N/A
2018
-12.82%N/A
2017
12.53%N/A
2016
6.23%N/A
2015
7.42%N/A
2014
-0.99%N/A
2013
20.44%N/A
2012
9.75%N/A
2011
-5.18%N/A
2010
16.70%N/A
2009
25.36%N/A
2008
-29.60%N/A
2007
0.52%N/A
2006
16.08%N/A
2005
22.69%N/A
2004
12.98%N/A
2003
18.71%N/A
2002
-21.92%N/A
2001
-10.32%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.29%N/AN/AN/A
20231.16%0.66%1.11%4.88%
2022-4.67%-10.62%-5.99%9.63%
20214.43%6.94%2.63%2.95%
2020-28.24%17.27%0.67%11.75%
201910.13%4.28%0.55%7.46%
2018-5.98%9.10%-1.11%-14.06%
20174.42%1.85%1.91%3.82%
2016-3.41%-3.15%9.56%3.65%
20154.91%0.07%-3.71%6.27%
2014-1.05%0.31%-0.86%0.61%
201310.57%-1.77%4.38%6.23%
20125.96%-3.22%4.23%2.67%
20111.06%-0.24%-13.55%8.78%
20106.51%-10.71%13.53%8.07%
2009-10.11%12.93%18.70%4.04%
2008-10.00%-1.34%-12.55%-9.34%
20071.29%2.90%-2.28%-1.31%
20068.56%-2.22%2.60%6.59%
20053.31%4.23%8.44%5.07%
20042.47%1.09%2.84%6.05%
2003-6.09%13.43%3.37%7.81%
20022.21%-11.05%-17.21%3.73%
2001-7.54%2.22%-12.89%8.92%

Rank in category (by total return)

YTD33
1-month62
3-month36
1-year31
3-year47
5-year46

Load adjusted returns

1-year16.55%
3-year3.04%
5-year5.16%
10-year4.60%