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Algebris Financial Income ID GBP Inc (0P0000ZQJO.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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13,816.00+30.00 (+0.22%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.80%
5-year average return12.01%
Number of years up7
Number of years down2
Best 1-yr total return (5 Jun 2024)25.15%
Worst 1-yr total return (5 Jun 2024)N/A
Best 3-yr total return25.15%
Worst 3-yr total return1.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZQJO.LCategory
YTD7.63%0.00%
1-month-0.13%0.00%
3-month6.34%0.00%
1-year24.12%0.00%
3-year9.04%0.00%
5-year10.60%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZQJO.LCategory
2024
N/AN/A
2023
16.11%N/A
2022
-1.76%N/A
2021
19.65%N/A
2020
2.98%N/A
2019
25.15%N/A
2018
-16.58%N/A
2017
17.69%N/A
2016
6.16%N/A
2015
3.08%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.76%N/AN/AN/A
2023-0.11%3.56%3.59%8.35%
2022-0.49%-8.33%-3.27%11.34%
202111.03%2.90%3.15%1.53%
2020-25.40%15.71%0.22%19.04%
20198.12%4.49%2.72%7.84%
2018-0.86%-4.58%1.23%-12.89%
20175.91%4.28%3.93%2.53%
2016-6.62%-3.96%7.26%10.37%
20157.49%0.02%-5.81%1.80%

Rank in category (by total return)

YTD1
1-month12
3-month1
1-year1
3-year1
5-year1

Load adjusted returns

1-year24.12%
3-year9.04%
5-year10.60%
10-yearN/A