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Cullen NA Hi Div Val Eq I1 GBP Ins Inc (0P0000TYI9.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,766.00-14.00 (-0.79%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.67%
5-year average return5.09%
Number of years up9
Number of years down4
Best 1-yr total return (20 May 2024)24.13%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return24.13%
Worst 3-yr total return0.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000TYI9.LCategory
YTD2.44%0.00%
1-month-3.68%0.00%
3-month2.44%0.00%
1-year4.35%0.00%
3-year2.33%0.00%
5-year3.86%0.00%
10-year4.85%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000TYI9.LCategory
2024
N/AN/A
2023
2.16%N/A
2022
-6.07%N/A
2021
24.13%N/A
2020
-6.49%N/A
2019
16.44%N/A
2018
-6.07%N/A
2017
14.13%N/A
2016
8.81%N/A
2015
-1.68%N/A
2014
10.25%N/A
2013
21.41%N/A
2012
8.33%N/A
2011
10.94%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.36%N/AN/AN/A
2023-1.93%1.65%-5.35%8.27%
2022-1.02%-10.51%-7.00%14.03%
202110.79%5.11%-0.46%7.09%
2020-27.21%11.64%2.55%12.21%
201910.18%0.31%0.26%5.07%
2018-3.38%0.07%6.25%-8.57%
20175.11%2.23%2.92%3.20%
20161.22%5.33%0.10%1.96%
2015-2.94%-1.14%-5.68%8.62%
20142.10%5.04%-0.44%3.25%
20139.24%1.74%2.81%6.25%
20123.31%2.79%2.68%-0.65%
20114.47%2.15%-6.40%11.07%

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-0.86%
3-year0.60%
5-year2.80%
10-year4.31%