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Rathbone Active Income and Growth Inc (0P00013PX4.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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143.66+0.24 (+0.17%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.57%
5-year average return4.27%
Number of years up9
Number of years down2
Best 1-yr total return (5 Jul 2024)13.93%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return13.93%
Worst 3-yr total return2.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00013PX4.LCategory
YTD4.98%0.00%
1-month0.90%0.00%
3-month3.66%0.00%
1-year10.75%0.00%
3-year3.31%0.00%
5-year4.97%0.00%
10-year5.98%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00013PX4.LCategory
2024
N/AN/A
2023
7.38%N/A
2022
-8.05%N/A
2021
11.37%N/A
2020
5.02%N/A
2019
13.93%N/A
2018
-3.40%N/A
2017
11.66%N/A
2016
12.53%N/A
2015
3.97%N/A
2014
5.26%N/A
2013
8.47%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.76%N/AN/AN/A
20231.34%0.61%0.36%4.94%
2022-2.55%-7.34%-1.04%2.91%
20212.05%3.99%2.85%2.03%
2020-13.38%11.38%1.60%7.13%
20196.05%4.60%1.42%1.27%
2018-2.96%6.05%1.39%-7.42%
20174.65%2.00%0.71%3.88%
2016-0.17%2.12%7.56%2.63%
20155.87%-2.03%-4.53%4.99%
20140.07%2.24%0.50%2.37%
20136.91%-3.48%2.54%2.51%
20121.23%N/AN/AN/A

Rank in category (by total return)

YTD35
1-month45
3-month22
1-year50
3-year38
5-year52

Load adjusted returns

1-year10.75%
3-year3.31%
5-year4.97%
10-year5.98%