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Trojan Income Fund (0P00002AIT.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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351.50+0.25 (+0.07%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.05%
5-year average return0.77%
Number of years up15
Number of years down4
Best 1-yr total return (26 Apr 2024)20.69%
Worst 1-yr total return (26 Apr 2024)N/A
Best 3-yr total return20.69%
Worst 3-yr total return-2.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00002AIT.LCategory
YTD2.20%0.00%
1-month1.36%0.00%
3-month2.20%0.00%
1-year5.24%0.00%
3-year3.01%0.00%
5-year1.55%0.00%
10-year4.39%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00002AIT.LCategory
2024
N/AN/A
2023
5.10%N/A
2022
-12.51%N/A
2021
15.55%N/A
2020
-9.65%N/A
2019
20.45%N/A
2018
-7.14%N/A
2017
6.28%N/A
2016
10.46%N/A
2015
11.18%N/A
2014
10.44%N/A
2013
20.69%N/A
2012
10.40%N/A
2011
6.79%N/A
2010
14.93%N/A
2009
15.30%N/A
2008
-11.68%N/A
2007
5.36%N/A
2006
17.28%N/A
2005
12.03%N/A
2004
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.20%N/AN/AN/A
20232.07%-0.89%0.34%3.55%
2022-6.39%-8.99%-2.31%5.12%
2021-0.65%6.48%1.61%7.50%
2020-18.82%8.86%0.68%1.55%
20199.41%3.04%3.95%2.77%
2018-6.92%7.95%0.38%-7.94%
20173.85%1.43%-1.38%2.31%
20161.84%2.60%4.68%0.99%
20154.89%0.64%-0.54%5.90%
20142.97%2.96%-0.28%4.45%
201311.55%0.50%2.02%5.52%
20124.52%1.63%4.60%-0.63%
20111.30%2.77%-2.92%5.67%
20104.25%-6.71%9.28%8.14%
2009-9.76%7.03%13.65%5.04%
2008-9.13%-2.21%-3.05%2.51%
20073.01%2.75%-2.38%1.97%
20065.13%-0.12%4.78%6.58%
20052.17%3.34%3.09%2.92%
20043.74%N/AN/AN/A

Rank in category (by total return)

YTD53
1-month98
3-month53
1-year76
3-year80
5-year87

Load adjusted returns

1-year-0.03%
3-year1.27%
5-year0.52%
10-year3.85%