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Aegon Diversified Monthly Inc GBP B Acc (0P00012DK6.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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169.12+0.26 (+0.15%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.60%
5-year average return3.13%
Number of years up6
Number of years down3
Best 1-yr total return (3 May 2024)18.29%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return18.29%
Worst 3-yr total return-0.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00012DK6.LCategory
YTD2.73%0.00%
1-month2.61%0.00%
3-month2.73%0.00%
1-year12.40%0.00%
3-year2.96%0.00%
5-year3.70%0.00%
10-year5.48%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00012DK6.LCategory
2024
N/AN/A
2023
10.05%N/A
2022
-9.77%N/A
2021
9.58%N/A
2020
-1.69%N/A
2019
18.29%N/A
2018
-4.44%N/A
2017
10.04%N/A
2016
9.92%N/A
2015
5.64%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.73%N/AN/AN/A
20230.58%2.63%-0.49%7.13%
2022-1.97%-9.68%-4.39%6.59%
20212.42%1.59%0.69%4.60%
2020-18.98%9.30%2.01%8.84%
20198.42%3.09%1.44%4.32%
2018-2.55%0.89%1.89%-4.61%
20173.41%3.42%1.21%1.67%
20161.52%1.57%5.52%1.02%
20156.64%-2.55%-2.26%4.00%
20143.41%-0.57%4.44%N/A

Rank in category (by total return)

YTD58
1-month28
3-month58
1-year10
3-year24
5-year37

Load adjusted returns

1-year12.40%
3-year2.96%
5-year3.70%
10-year5.48%