UK markets closed

Invesco US Equity UK (No Trail) Acc (0P0000M4OT.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
602.33-1.63 (-0.27%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.93%
5-year average return11.58%
Number of years up11
Number of years down3
Best 1-yr total return (5 Jul 2024)38.06%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return38.06%
Worst 3-yr total return4.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000M4OT.LCategory
YTD11.41%0.00%
1-month0.58%0.00%
3-month3.51%0.00%
1-year18.88%0.00%
3-year10.54%0.00%
5-year12.49%0.00%
10-year11.22%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000M4OT.LCategory
2024
N/AN/A
2023
15.68%N/A
2022
-10.74%N/A
2021
30.00%N/A
2020
6.31%N/A
2019
23.58%N/A
2018
-10.44%N/A
2017
4.10%N/A
2016
38.06%N/A
2015
0.62%N/A
2014
16.47%N/A
2013
32.16%N/A
2012
7.16%N/A
2011
-1.50%N/A
2010
15.24%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.93%N/AN/AN/A
20232.78%7.13%-1.18%6.32%
2022-2.28%-11.17%5.27%-2.33%
20217.42%6.91%4.30%8.53%
2020-16.73%16.06%5.43%4.34%
201910.91%4.58%1.48%4.99%
2018-7.80%12.72%5.71%-18.48%
20171.38%-2.92%2.30%3.40%
20163.41%5.47%12.34%12.67%
20156.22%-5.86%-9.41%11.08%
20141.91%1.17%8.22%4.39%
201319.27%3.80%1.51%5.16%
20127.46%-4.89%7.14%-2.14%
20111.01%-3.17%-8.53%10.10%
201011.96%-10.97%3.74%11.45%
200916.79%5.43%N/AN/A

Rank in category (by total return)

YTD24
1-month90
3-month15
1-year81
3-year65
5-year68

Load adjusted returns

1-year18.88%
3-year10.54%
5-year12.49%
10-year11.22%