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Barclays UK Equity Income Fund (0P0000JSC7.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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491.30-5.70 (-1.15%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.50%
5-year average return5.65%
Number of years up14
Number of years down3
Best 1-yr total return (4 Jun 2024)25.33%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return25.33%
Worst 3-yr total return-2.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000JSC7.LCategory
YTD4.77%0.00%
1-month2.89%0.00%
3-month7.11%0.00%
1-year6.75%0.00%
3-year5.44%0.00%
5-year4.14%0.00%
10-year5.09%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000JSC7.LCategory
2024
N/AN/A
2023
6.04%N/A
2022
3.45%N/A
2021
16.12%N/A
2020
-14.15%N/A
2019
19.55%N/A
2018
-10.52%N/A
2017
11.95%N/A
2016
9.93%N/A
2015
5.69%N/A
2014
5.35%N/A
2013
25.33%N/A
2012
18.54%N/A
2011
0.59%N/A
2010
11.75%N/A
2009
19.20%N/A
2008
-19.24%N/A
2007
2.43%N/A
2006
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.83%N/AN/AN/A
20232.11%-2.71%3.85%2.79%
20221.65%-1.54%-4.83%8.61%
20219.19%4.67%-0.21%1.82%
2020-30.87%9.39%-5.42%20.04%
20199.24%0.55%2.13%6.57%
2018-4.67%8.97%-2.23%-11.90%
20173.38%2.52%2.38%3.18%
2016-2.38%1.47%7.26%3.47%
20155.81%-0.93%-2.70%3.62%
20140.33%2.07%1.15%1.70%
20139.64%1.50%6.08%6.17%
20126.63%-1.76%7.23%5.53%
20111.62%2.14%-7.65%4.94%
20105.55%-8.21%8.99%5.82%
2009-12.74%12.58%16.28%4.35%
2008-11.39%-1.50%-5.73%-1.85%
20072.20%2.79%-2.46%-0.04%
20068.10%N/AN/AN/A

Rank in category (by total return)

YTD56
1-month40
3-month40
1-year58
3-year56
5-year58

Load adjusted returns

1-year6.75%
3-year5.44%
5-year4.14%
10-year5.09%