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Barclays UK Equity Income R Dis GBP (0P0000X3DK.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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435.60-0.20 (-0.05%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.66%
5-year average return3.63%
Number of years up9
Number of years down2
Best 1-yr total return (25 Apr 2024)25.27%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return25.27%
Worst 3-yr total return-3.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X3DK.LCategory
YTD1.71%0.00%
1-month5.06%0.00%
3-month1.71%0.00%
1-year5.42%0.00%
3-year5.61%0.00%
5-year3.75%0.00%
10-year4.70%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X3DK.LCategory
2024
N/AN/A
2023
5.76%N/A
2022
3.20%N/A
2021
15.80%N/A
2020
-14.40%N/A
2019
19.23%N/A
2018
-10.76%N/A
2017
11.64%N/A
2016
9.65%N/A
2015
5.41%N/A
2014
4.97%N/A
2013
25.27%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.71%N/AN/AN/A
20232.04%-2.78%3.76%2.74%
20221.59%-1.61%-4.90%8.57%
20219.13%4.59%-0.29%1.74%
2020-30.93%9.32%-5.50%19.96%
20199.17%0.48%2.06%6.49%
2018-4.71%8.88%-2.29%-11.97%
20173.30%2.46%2.33%3.08%
2016-2.44%1.38%7.23%3.39%
20155.75%-0.99%-2.78%3.55%
20140.24%1.97%1.07%1.61%
20139.81%1.46%5.99%6.08%

Rank in category (by total return)

YTD67
1-month27
3-month67
1-year75
3-year59
5-year67

Load adjusted returns

1-year3.31%
3-year4.90%
5-year3.33%
10-year4.48%