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CT UK Equity Alpha Inc Ins Inc (0P000069TA.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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68.17+0.51 (+0.75%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.72%
5-year average return3.99%
Number of years up13
Number of years down4
Best 1-yr total return (3 May 2024)31.35%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return31.35%
Worst 3-yr total return0.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000069TA.LCategory
YTD2.01%0.00%
1-month6.21%0.00%
3-month2.01%0.00%
1-year7.20%0.00%
3-year4.03%0.00%
5-year4.44%0.00%
10-year4.63%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000069TA.LCategory
2024
N/AN/A
2023
5.37%N/A
2022
-5.51%N/A
2021
18.09%N/A
2020
-7.88%N/A
2019
18.98%N/A
2018
-5.49%N/A
2017
2.88%N/A
2016
13.87%N/A
2015
3.08%N/A
2014
6.68%N/A
2013
31.35%N/A
2012
19.65%N/A
2011
2.47%N/A
2010
16.63%N/A
2009
14.42%N/A
2008
-22.04%N/A
2007
8.42%N/A
2006
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.01%N/AN/AN/A
20230.27%-1.36%2.46%3.97%
2022-3.81%-4.52%-7.48%11.19%
20216.53%6.36%1.60%2.58%
2020-24.93%13.01%-1.01%9.69%
20195.79%0.48%4.56%7.05%
2018-5.41%12.00%-0.67%-10.20%
20172.55%2.24%-0.20%-1.67%
20161.24%0.22%7.31%4.58%
20156.59%-2.83%-3.70%3.34%
20141.81%2.27%0.25%2.20%
201311.16%3.38%9.00%4.85%
20128.37%-1.83%7.63%4.50%
20112.76%3.18%-9.57%6.87%
20106.00%-8.52%11.42%7.96%
2009-10.96%6.95%19.41%0.63%
2008-9.00%-2.82%-5.97%-6.25%
20071.70%3.96%-1.82%4.45%
20065.69%9.15%N/AN/A

Rank in category (by total return)

YTD58
1-month9
3-month58
1-year59
3-year74
5-year57

Load adjusted returns

1-year7.20%
3-year4.03%
5-year4.44%
10-year4.63%