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Invesco UK Equity Inc UK Y Inc (0P00012ARU.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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174.56+1.23 (+0.71%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.32%
5-year average return0.09%
Number of years up6
Number of years down3
Best 1-yr total return (3 May 2024)16.48%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return16.48%
Worst 3-yr total return-8.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00012ARU.LCategory
YTD3.91%0.00%
1-month5.17%0.00%
3-month3.91%0.00%
1-year12.35%0.00%
3-year7.60%0.00%
5-year0.83%0.00%
10-year2.21%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00012ARU.LCategory
2024
N/AN/A
2023
9.00%N/A
2022
-2.54%N/A
2021
16.48%N/A
2020
-20.89%N/A
2019
6.95%N/A
2018
-10.59%N/A
2017
5.33%N/A
2016
2.96%N/A
2015
9.59%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.91%N/AN/AN/A
20230.82%0.32%2.00%5.66%
2022-2.58%-6.55%-3.48%10.91%
20213.21%4.00%5.23%3.12%
2020-35.42%11.28%-3.36%13.91%
20194.36%-2.20%0.12%4.66%
2018-7.99%6.77%0.29%-9.25%
20173.37%3.36%-2.73%1.35%
2016-3.72%0.06%4.90%1.89%
20157.48%-1.80%-0.84%4.72%
20142.72%1.73%2.99%N/A

Rank in category (by total return)

YTD18
1-month25
3-month18
1-year6
3-year28
5-year91

Load adjusted returns

1-year12.35%
3-year7.60%
5-year0.83%
10-year2.21%