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Algebris Financial Equity B GBP Acc (0P00017Z54.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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18,125.00+196.00 (+1.09%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.72%
5-year average return15.43%
Number of years up4
Number of years down2
Best 1-yr total return (2 May 2024)32.73%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return32.73%
Worst 3-yr total return-5.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00017Z54.LCategory
YTD14.47%0.00%
1-month9.33%0.00%
3-month14.47%0.00%
1-year39.26%0.00%
3-year19.52%0.00%
5-year17.23%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00017Z54.LCategory
2024
N/AN/A
2023
23.00%N/A
2022
9.64%N/A
2021
32.73%N/A
2020
-7.59%N/A
2019
26.54%N/A
2018
-27.60%N/A
2017
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.47%N/AN/AN/A
20231.11%7.01%5.62%7.63%
20221.74%-7.15%1.27%14.62%
202120.01%1.89%5.48%2.90%
2020-37.65%16.79%-6.66%35.95%
20198.20%3.20%1.41%11.75%
20180.82%-9.48%-0.52%-20.25%
2017-0.44%N/AN/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year39.26%
3-year19.52%
5-year17.23%
10-yearN/A