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Threadneedle UK Select Fund Z Income GBP (0P0000X3IV.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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148.88-1.70 (-1.13%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up7
Number of years down2
Best 1-yr total return (Invalid Date)29.99%
Worst 1-yr total return (Invalid Date)-29.45%
Best 3-yr total return29.99%
Worst 3-yr total return-2.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X3IV.LCategory
YTD8.75%4.03%
1-month1.05%1.29%
3-month-1.34%4.03%
1-year12.17%18.80%
3-year3.46%6.88%
5-year3.49%9.87%
10-year7.91%5.55%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X3IV.LCategory
2021
N/AN/A
2020
-7.98%N/A
2019
18.48%N/A
2018
-13.66%N/A
2017
12.92%N/A
2016
4.83%N/A
2015
12.24%2.43%
2014
6.15%1.00%
2013
29.99%23.58%
2012
11.00%13.54%
2011
-2.70%-5.32%
2010
17.00%15.83%
2009
23.53%28.37%
2008
-29.45%-30.40%
2007
12.80%3.62%
2006
18.86%15.69%
2005
18.46%20.48%
2004
7.05%11.18%
2003
10.99%19.60%
2002
-21.74%-22.71%
2001
-11.51%-13.35%
2000
-3.52%-4.24%
1999
28.25%23.51%
1998
8.96%11.02%
1997
18.71%20.74%
1996
18.53%14.33%
1995
26.16%21.29%
1994
-7.78%-7.13%
1993
22.18%27.26%
1992
19.82%18.88%
1991
25.74%11.65%
1990
-7.97%-14.57%
1989
25.30%25.70%
1988
10.97%6.19%
1987
3.54%12.78%
1986
26.46%27.60%
1985
26.26%21.61%
1984
30.83%22.78%
1983
34.46%27.36%
1982
15.21%19.38%
1981
12.94%9.68%
1980
32.44%26.87%
1979
9.89%7.51%
1978
9.60%9.73%
1977
47.27%45.62%
1976
-7.48%-6.41%
1975
66.01%82.43%
1974
-35.03%-39.46%
1973
-23.79%-26.12%
1972
N/A29.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20214.24%6.25%N/AN/A
2020-23.00%9.52%-4.83%14.64%
201910.21%3.66%0.14%3.57%
2018-6.31%7.97%-1.55%-13.31%
20175.58%3.19%0.36%3.27%
2016-1.48%-3.62%7.11%3.08%
20157.40%-0.44%-2.54%7.71%
20140.61%1.93%0.85%2.64%
201312.59%0.79%5.50%8.56%
20121.37%-3.88%6.28%1.37%
2011-0.34%2.38%-13.15%9.79%
20105.44%-10.10%13.23%9.02%
2009-7.66%11.21%18.30%1.69%
2008-8.79%0.09%-16.81%-7.11%
20074.25%6.41%-1.43%3.16%
200612.00%-2.12%1.91%6.40%
20050.65%1.22%9.69%6.01%
20045.54%-1.69%-1.52%4.77%
2003-7.27%11.23%3.89%3.59%
20022.88%-11.18%-16.56%2.64%
2001-8.47%1.21%-14.18%11.29%
20000.08%-3.05%2.23%-2.72%
19999.86%2.92%-3.04%16.99%
199814.75%2.26%-16.37%11.03%
19972.83%1.27%13.91%0.08%
19967.52%0.46%3.89%5.63%
19953.94%7.18%9.14%3.77%
1994-1.89%-6.56%0.55%0.05%
19933.88%5.12%4.07%7.51%
19923.04%5.38%-3.49%14.34%
199117.66%-1.80%12.83%-3.55%
1990-5.91%8.71%-18.56%10.47%
198914.22%4.44%5.44%-0.39%
19884.36%8.40%0.57%-2.45%
198721.27%18.25%4.91%-31.18%
198620.57%1.78%-4.84%8.30%
19854.97%-1.48%14.16%6.95%
198413.15%-7.26%12.93%10.42%
198311.31%13.41%-0.41%6.94%
19824.59%-2.14%7.80%4.42%
19819.52%3.50%-11.16%12.15%
19806.93%13.07%9.15%0.35%
197920.38%-5.88%3.86%-6.61%
1978-2.23%4.07%10.30%-2.34%
197719.18%7.38%16.67%-1.37%
19761.38%-4.47%-12.20%8.80%
197533.33%10.54%3.55%8.78%
1974-5.10%-13.87%-19.74%-0.97%
1973-7.28%2.97%-7.29%-13.89%
19729.77%N/AN/AN/A

Rank in category (by total return)

YTD46
1-month40
3-month16
1-year48
3-year65
5-year73

Load adjusted returns

1-year17.21%
3-year-0.01%
5-year4.74%
10-year6.97%