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CT Monthly Extra Income Z Acc GBP (0P000148Y6.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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174.56+0.26 (+0.15%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.56%
5-year average return5.46%
Number of years up6
Number of years down3
Best 1-yr total return (21 Jun 2024)19.81%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return19.81%
Worst 3-yr total return0.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000148Y6.LCategory
YTD8.01%0.00%
1-month2.48%0.00%
3-month9.24%0.00%
1-year14.68%0.00%
3-year5.42%0.00%
5-year6.15%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000148Y6.LCategory
2024
N/AN/A
2023
8.48%N/A
2022
-6.04%N/A
2021
13.81%N/A
2020
-4.68%N/A
2019
19.81%N/A
2018
-4.85%N/A
2017
7.24%N/A
2016
13.18%N/A
2015
4.31%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.55%N/AN/AN/A
20231.35%-0.57%3.73%3.79%
2022-2.89%-4.87%-7.23%9.64%
20212.91%4.72%2.70%2.83%
2020-20.62%10.22%0.04%8.90%
20196.61%2.91%4.26%4.75%
2018-3.90%8.86%-0.11%-8.94%
20174.07%2.88%-0.01%0.16%
20161.47%1.62%8.13%1.51%
20155.78%-2.70%-2.22%3.65%
20143.94%N/AN/AN/A

Rank in category (by total return)

YTD3
1-month4
3-month1
1-year8
3-year9
5-year26

Load adjusted returns

1-year11.24%
3-year4.35%
5-year5.50%
10-yearN/A