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MI Chelverton UK Equity Income B Inc (0P00008Y7N.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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101.37+1.92 (+1.93%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.72%
5-year average return1.10%
Number of years up11
Number of years down6
Best 1-yr total return (22 Apr 2024)43.30%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return43.30%
Worst 3-yr total return-3.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00008Y7N.LCategory
YTD-0.48%0.00%
1-month3.51%0.00%
3-month-0.48%0.00%
1-year2.78%0.00%
3-year0.07%0.00%
5-year1.31%0.00%
10-year4.18%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00008Y7N.LCategory
2024
N/AN/A
2023
2.38%N/A
2022
-12.18%N/A
2021
22.69%N/A
2020
-14.44%N/A
2019
22.96%N/A
2018
-14.19%N/A
2017
24.25%N/A
2016
4.88%N/A
2015
17.45%N/A
2014
1.59%N/A
2013
43.24%N/A
2012
31.02%N/A
2011
-5.78%N/A
2010
38.19%N/A
2009
43.30%N/A
2008
-44.05%N/A
2007
-16.41%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.48%N/AN/AN/A
2023-0.86%-2.95%-0.84%7.32%
2022-6.23%-9.40%-9.68%14.45%
20219.57%7.51%4.25%-0.08%
2020-38.56%13.40%-0.11%22.93%
20198.25%0.46%1.93%10.93%
2018-6.18%9.54%-2.29%-14.55%
20175.60%6.22%6.02%4.48%
2016-0.94%-12.34%15.76%4.33%
20155.52%7.09%-0.78%4.75%
20142.32%0.07%-1.85%1.10%
201313.95%3.78%12.41%7.75%
201213.33%-3.45%10.98%7.89%
20110.74%3.10%-10.98%1.91%
20109.57%2.96%10.16%11.21%
2009-5.58%25.36%20.90%0.13%
2008-10.67%-6.82%-15.34%-20.60%
20071.86%1.49%-7.15%-12.92%

Rank in category (by total return)

YTD95
1-month70
3-month95
1-year94
3-year93
5-year90

Load adjusted returns

1-year-2.36%
3-year-1.63%
5-year0.27%
10-year3.65%