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property
Looking for a new home?
We've got 9 egg-cellent homes that come into their own at Easter
Courtiers UK Equity Income I Acc (0P0001751E.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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176.60
+1.00
(+0.57%)
At close: 08:00PM GMT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.20%
5-year average return
5.91%
Number of years up
5
Number of years down
3
Best 1-yr total return (27 Mar 2024)
29.74%
Worst 1-yr total return (27 Mar 2024)
N/A
Best 3-yr total return
29.74%
Worst 3-yr total return
1.03%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001751E.L
Category
YTD
-5.27%
0.00%
1-month
-3.22%
0.00%
3-month
0.79%
0.00%
1-year
-4.95%
0.00%
3-year
3.22%
0.00%
5-year
4.44%
0.00%
10-year
0.00%
0.00%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P0001751E.L
Category
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 (%)
Year
Q1
Q2
Q3
Q4
2023
0.50%
-1.30%
2.26%
7.32%
2022
-5.52%
-5.49%
-13.55%
15.82%
2021
13.82%
5.53%
3.49%
4.37%
2020
-35.91%
9.74%
-4.12%
31.87%
2019
10.76%
-2.84%
2.46%
16.67%
2018
-7.54%
7.91%
-0.90%
-8.83%
2017
5.04%
4.62%
5.32%
4.12%
2016
3.04%
-0.45%
6.34%
4.59%
Rank in category (by total return)
YTD
98
1-month
99
3-month
94
1-year
89
3-year
82
5-year
45
Load adjusted returns
1-year
-4.95%
3-year
3.22%
5-year
4.44%
10-year
N/A
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