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ES R&M UK Equity Income B Inc (0P0000JB55.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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554.51+4.60 (+0.84%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.00%
5-year average return5.80%
Number of years up10
Number of years down4
Best 1-yr total return (5 Jul 2024)29.53%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return29.53%
Worst 3-yr total return0.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000JB55.LCategory
YTD9.01%0.00%
1-month2.80%0.00%
3-month10.86%0.00%
1-year14.70%0.00%
3-year5.57%0.00%
5-year7.01%0.00%
10-year5.62%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000JB55.LCategory
2024
N/AN/A
2023
6.45%N/A
2022
-0.67%N/A
2021
13.02%N/A
2020
-1.78%N/A
2019
14.84%N/A
2018
-10.81%N/A
2017
12.72%N/A
2016
12.06%N/A
2015
4.96%N/A
2014
1.39%N/A
2013
29.53%N/A
2012
20.31%N/A
2011
-5.77%N/A
2010
17.31%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.43%N/AN/AN/A
20231.64%-1.35%2.07%4.02%
20221.63%-2.69%-6.77%7.73%
20215.08%4.82%0.85%1.74%
2020-19.75%13.22%-0.39%8.53%
20198.19%0.22%1.71%4.13%
2018-7.22%9.78%-1.98%-10.66%
20174.73%1.45%2.02%4.00%
2016-1.65%-1.09%10.70%4.05%
20156.32%0.38%-3.79%2.22%
20140.97%-0.45%-1.05%1.93%
201310.39%1.55%7.27%7.72%
20127.74%-3.29%8.75%6.18%
20111.48%0.33%-13.45%6.94%
20106.09%-9.82%13.47%8.05%
200914.64%23.55%2.97%N/A

Rank in category (by total return)

YTD37
1-month49
3-month45
1-year48
3-year61
5-year30

Load adjusted returns

1-year8.68%
3-year3.69%
5-year5.87%
10-year5.05%