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U Access (IRL) Trend Macro B GBP (0P00015KM2.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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118.240.00 (0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.80%
5-year average return1.82%
Number of years up6
Number of years down1
Best 1-yr total return (28 Jun 2023)10.90%
Worst 1-yr total return (28 Jun 2023)N/A
Best 3-yr total return10.90%
Worst 3-yr total return-1.12%

Trailing returns (%) vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00015KM2.LCategory
YTD-7.80%0.00%
1-month-2.21%0.00%
3-month-8.95%0.00%
1-year-8.62%0.00%
3-year0.97%0.00%
5-year1.82%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00015KM2.LCategory
2023
N/AN/A
2022
5.36%N/A
2021
2.44%N/A
2020
10.90%N/A
2019
7.79%N/A
2018
-9.53%N/A
2017
2.59%N/A
2016
4.15%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-0.10%-7.71%N/AN/A
20221.36%3.01%0.05%0.87%
20216.51%-2.22%-0.60%-1.03%
2020-4.73%12.52%0.08%3.38%
20190.61%0.23%4.83%1.96%
20185.84%-7.29%-3.86%-4.10%
2017-0.83%0.05%1.82%1.56%
2016-0.82%3.93%1.44%-0.39%
20151.37%-0.55%0.84%N/A

Rank in category (by total return)

YTD94
1-month86
3-month97
1-year88
3-year61
5-year48

Load adjusted returns

1-year-6.95%
3-year0.98%
5-year1.87%
10-yearN/A