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SPW MM UK Eq Income X Acc (0P00006EIM.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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341.40+0.10 (+0.03%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.84%
5-year average return7.99%
Number of years up14
Number of years down4
Best 1-yr total return (22 May 2024)24.34%
Worst 1-yr total return (22 May 2024)N/A
Best 3-yr total return24.34%
Worst 3-yr total return-0.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00006EIM.LCategory
YTD6.04%0.00%
1-month3.03%0.00%
3-month7.36%0.00%
1-year9.05%0.00%
3-year8.30%0.00%
5-year6.61%0.00%
10-year6.54%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00006EIM.LCategory
2024
N/AN/A
2023
8.68%N/A
2022
0.85%N/A
2021
22.92%N/A
2020
-9.96%N/A
2019
18.76%N/A
2018
-8.87%N/A
2017
9.73%N/A
2016
12.16%N/A
2015
6.31%N/A
2014
6.29%N/A
2013
23.57%N/A
2012
12.69%N/A
2011
1.03%N/A
2010
14.21%N/A
2009
24.34%N/A
2008
-30.14%N/A
2007
-1.34%N/A
2006
18.57%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.92%N/AN/AN/A
20233.21%-1.95%3.87%3.39%
20221.10%-5.28%-6.09%12.15%
20219.49%4.83%3.12%3.84%
2020-27.41%10.31%-4.48%17.71%
20197.44%2.00%2.13%6.10%
2018-5.71%8.63%-1.00%-10.13%
20173.46%2.49%1.01%2.45%
2016-1.53%0.11%9.58%3.84%
20155.94%-1.64%-3.87%6.12%
20141.32%1.25%0.14%3.46%
20139.91%0.44%4.74%6.88%
20125.68%-0.72%5.11%2.19%
20111.38%2.44%-9.69%7.71%
20106.30%-9.50%10.86%7.09%
2009-11.18%11.82%20.57%3.84%
2008-10.18%-5.18%-10.60%-8.25%
20072.93%-0.08%-2.23%-1.89%
20068.82%-3.19%5.70%6.49%

Rank in category (by total return)

YTD36
1-month36
3-month35
1-year33
3-year13
5-year6

Load adjusted returns

1-year9.05%
3-year8.30%
5-year6.61%
10-year6.54%