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Aviva Investors US Eq Inc 1 GBP Acc (0P0000TZVU.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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336.20+1.83 (+0.55%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.72%
5-year average return6.73%
Number of years up8
Number of years down4
Best 1-yr total return (25 Jun 2024)42.84%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return42.84%
Worst 3-yr total return3.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000TZVU.LCategory
YTD6.84%0.00%
1-month0.66%0.00%
3-month4.89%0.00%
1-year12.38%0.00%
3-year6.30%0.00%
5-year7.09%0.00%
10-year9.64%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000TZVU.LCategory
2024
N/AN/A
2023
-3.65%N/A
2022
6.13%N/A
2021
22.87%N/A
2020
-3.43%N/A
2019
19.17%N/A
2018
-2.53%N/A
2017
-0.95%N/A
2016
42.84%N/A
2015
0.68%N/A
2014
17.66%N/A
2013
30.42%N/A
2012
2.27%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.72%N/AN/AN/A
2023-4.47%-2.59%-1.35%4.95%
20224.44%-3.02%3.89%0.86%
20218.93%3.67%2.55%6.10%
2020-21.72%14.02%1.95%6.12%
20198.02%5.02%6.68%-1.54%
2018-8.60%10.88%6.59%-9.77%
20170.80%-4.49%-0.90%3.82%
20169.30%6.22%8.71%13.17%
20155.39%-9.26%-4.21%9.90%
2014-0.94%2.44%5.23%10.19%
201321.98%3.26%-1.78%5.43%
20121.66%0.87%1.93%-2.15%
201110.42%N/AN/AN/A

Rank in category (by total return)

YTD35
1-month52
3-month11
1-year76
3-year87
5-year81

Load adjusted returns

1-year6.76%
3-year4.50%
5-year6.00%
10-year9.08%