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Courtiers UK Equity Income I Acc (0P0001751E.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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196.30+0.20 (+0.10%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.49%
5-year average return7.94%
Number of years up5
Number of years down3
Best 1-yr total return (17 May 2024)29.74%
Worst 1-yr total return (17 May 2024)N/A
Best 3-yr total return29.74%
Worst 3-yr total return1.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001751E.LCategory
YTD3.04%0.00%
1-month1.47%0.00%
3-month5.27%0.00%
1-year7.09%0.00%
3-year2.76%0.00%
5-year5.53%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001751E.LCategory
2024
N/AN/A
2023
8.86%N/A
2022
-10.60%N/A
2021
29.74%N/A
2020
-11.07%N/A
2019
28.64%N/A
2018
-9.85%N/A
2017
20.50%N/A
2016
14.09%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.55%N/AN/AN/A
20230.50%-1.30%2.26%7.32%
2022-5.52%-5.49%-13.55%15.82%
202113.82%5.53%3.49%4.37%
2020-35.91%9.74%-4.12%31.87%
201910.76%-2.84%2.46%16.67%
2018-7.54%7.91%-0.90%-8.83%
20175.04%4.62%5.32%4.12%
20163.04%-0.45%6.34%4.59%

Rank in category (by total return)

YTD78
1-month73
3-month67
1-year55
3-year79
5-year29

Load adjusted returns

1-year7.09%
3-year2.76%
5-year5.53%
10-yearN/A