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CT UK Z Inc GBP (0P0000X3IQ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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159.84+1.16 (+0.73%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.77%
5-year average return2.66%
Number of years up9
Number of years down3
Best 1-yr total return (4 Jul 2024)26.54%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return26.54%
Worst 3-yr total return-2.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X3IQ.LCategory
YTD6.06%0.00%
1-month1.70%0.00%
3-month6.49%0.00%
1-year10.29%0.00%
3-year3.95%0.00%
5-year4.19%0.00%
10-year4.84%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X3IQ.LCategory
2024
N/AN/A
2023
11.90%N/A
2022
-5.86%N/A
2021
10.13%N/A
2020
-10.54%N/A
2019
23.38%N/A
2018
-11.87%N/A
2017
11.25%N/A
2016
13.37%N/A
2015
6.65%N/A
2014
3.85%N/A
2013
26.36%N/A
2012
16.57%N/A
2011
-3.82%N/A
2010
19.92%N/A
2009
26.54%N/A
2008
-28.60%N/A
2007
9.94%N/A
2006
14.33%N/A
2005
20.97%N/A
2004
12.00%N/A
2003
17.02%N/A
2002
-22.93%N/A
2001
-10.22%N/A
2000
-2.45%N/A
1999
19.78%N/A
1998
12.76%N/A
1997
22.53%N/A
1996
14.96%N/A
1995
26.65%N/A
1994
-5.73%N/A
1993
17.88%N/A
1992
19.35%N/A
1991
28.21%N/A
1990
-13.78%N/A
1989
35.52%N/A
1988
1.92%N/A
1987
22.05%N/A
1986
57.22%N/A
1985
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.37%N/AN/AN/A
20237.28%0.27%-0.91%4.98%
2022-4.01%-7.21%-5.38%11.70%
20214.84%3.55%-0.77%2.23%
2020-30.17%13.44%-3.32%16.81%
201910.05%3.82%1.66%6.23%
2018-5.34%8.39%-1.33%-12.95%
20175.25%2.71%0.77%2.12%
20161.11%-0.75%9.57%3.10%
20155.89%-0.12%-4.72%5.84%
20141.66%0.34%-1.22%3.06%
201312.97%-0.51%4.65%7.43%
20129.54%-3.55%6.65%3.46%
20111.31%1.28%-13.93%8.92%
20108.36%-10.69%14.08%8.62%
2009-7.54%9.21%20.88%3.67%
2008-8.28%-1.20%-14.77%-7.56%
20071.74%4.47%-0.35%3.79%
20069.93%-2.65%2.07%4.67%
20053.20%4.24%7.84%4.27%
20043.32%0.60%1.53%6.14%
2003-7.05%13.35%3.51%7.30%
20022.89%-11.12%-17.75%2.47%
2001-7.23%1.19%-13.84%11.00%
20000.21%-2.12%0.44%-0.97%
19998.09%2.25%-3.80%12.66%
199814.43%1.36%-14.15%13.25%
19974.53%6.11%13.01%-2.24%
19963.54%0.70%6.07%3.95%
19952.62%6.90%9.51%5.42%
1994-2.90%-6.45%2.53%1.21%
19934.31%1.43%3.13%8.03%
19923.86%4.37%-1.45%11.73%
199116.09%1.26%12.02%-2.64%
1990-6.50%7.40%-19.01%6.01%
198916.45%7.36%3.91%4.32%
19884.03%10.88%-5.23%-6.76%
198729.04%21.45%10.05%-29.23%
198625.86%13.33%0.24%9.96%
198524.52%N/AN/AN/A

Rank in category (by total return)

YTD85
1-month65
3-month88
1-year87
3-year83
5-year86

Load adjusted returns

1-year6.98%
3-year2.90%
5-year3.56%
10-year4.53%