UK markets closed

Algebris Financial Income BD GBP Inc Hdg (0P0000Z652.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
15,810.00+35.00 (+0.22%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.00%
5-year average return12.45%
Number of years up8
Number of years down2
Best 1-yr total return (5 Jun 2024)25.66%
Worst 1-yr total return (5 Jun 2024)N/A
Best 3-yr total return25.66%
Worst 3-yr total return1.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Z652.LCategory
YTD7.77%0.00%
1-month-0.10%0.00%
3-month6.45%0.00%
1-year24.59%0.00%
3-year9.44%0.00%
5-year11.03%0.00%
10-year7.98%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Z652.LCategory
2024
N/AN/A
2023
16.49%N/A
2022
-1.41%N/A
2021
20.16%N/A
2020
3.43%N/A
2019
25.66%N/A
2018
-16.27%N/A
2017
18.19%N/A
2016
6.58%N/A
2015
3.64%N/A
2014
7.02%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.88%N/AN/AN/A
2023-0.05%3.64%3.70%8.45%
2022-0.40%-8.29%-3.15%11.45%
202111.17%3.00%3.26%1.63%
2020-25.30%15.84%0.31%19.16%
20198.24%4.59%2.84%7.94%
2018-0.76%-4.50%1.32%-12.80%
20176.02%4.37%4.06%2.64%
2016-6.57%-3.86%7.38%10.49%
20157.74%0.17%-5.74%1.88%
20145.19%0.36%0.18%1.20%
20138.21%N/AN/AN/A

Rank in category (by total return)

YTD1
1-month11
3-month1
1-year1
3-year1
5-year1

Load adjusted returns

1-year24.59%
3-year9.44%
5-year11.03%
10-year7.98%