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Aegon Ethical Cautious Managed Fund GBP B Inc (0P0000YUJ3.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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121.39-0.39 (-0.32%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.60%
5-year average return2.27%
Number of years up8
Number of years down2
Best 1-yr total return (21 May 2024)17.83%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return17.83%
Worst 3-yr total return-3.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000YUJ3.LCategory
YTD-0.33%0.00%
1-month-1.30%0.00%
3-month0.83%0.00%
1-year7.53%0.00%
3-year-2.16%0.00%
5-year1.43%0.00%
10-year2.95%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000YUJ3.LCategory
2024
N/AN/A
2023
12.03%N/A
2022
-20.00%N/A
2021
9.25%N/A
2020
2.23%N/A
2019
17.83%N/A
2018
-10.38%N/A
2017
8.48%N/A
2016
3.10%N/A
2015
7.45%N/A
2014
6.87%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.99%N/AN/AN/A
20232.29%-1.52%0.42%10.75%
2022-10.24%-10.73%-6.75%7.08%
20210.90%4.74%2.39%0.96%
2020-14.11%9.51%0.83%7.79%
20195.77%4.22%0.39%6.48%
2018-4.40%3.80%-0.44%-9.29%
20171.81%1.12%2.23%3.07%
2016-1.37%-2.36%7.67%-0.57%
20154.62%0.41%-1.19%3.52%
20141.91%-0.81%1.19%4.48%
20135.17%5.34%N/AN/A

Rank in category (by total return)

YTD95
1-month64
3-month87
1-year39
3-year94
5-year84

Load adjusted returns

1-year7.53%
3-year-2.16%
5-year1.43%
10-year2.95%