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

LSE - LSE Delayed price. Currency in GBp
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169.00-0.80 (-0.47%)
At close: 9:00PM BST

Performance overview

Morningstar return rating★★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up3
Number of years down2
Best 1-yr total return (Invalid Date)28.64%
Worst 1-yr total return (Invalid Date)-11.07%
Best 3-yr total return28.64%
Worst 3-yr total return1.03%

Trailing returns (%) vs. Benchmarks

Return0P0001751E.LCategory
YTD22.07%4.24%
1-month1.81%1.48%
3-month12.24%4.24%
1-year55.06%14.68%
3-year7.50%7.57%
5-year10.79%11.27%
10-year0.00%5.98%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001751E.LCategory
2021
N/AN/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
202113.82%N/AN/AN/A
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)

YTD2
1-month64
3-month16
1-year1
3-year3
5-year1

Load adjusted returns

1-year55.06%
3-year7.50%
5-year10.79%
10-yearN/A