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UBS FTSE RAFI Developed 1000 Index J Inc (0P0001A2N4.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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15,565.10+10.10 (+0.06%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.38%
5-year average return10.61%
Number of years up5
Number of years down1
Best 1-yr total return (26 Jun 2024)24.76%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return24.76%
Worst 3-yr total return3.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001A2N4.LCategory
YTD8.54%0.00%
1-month2.07%0.00%
3-month4.79%0.00%
1-year21.27%0.00%
3-year11.05%0.00%
5-year11.73%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001A2N4.LCategory
2024
N/AN/A
2023
11.14%N/A
2022
4.63%N/A
2021
24.76%N/A
2020
0.42%N/A
2019
18.47%N/A
2018
-6.31%N/A
2017
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.65%N/AN/AN/A
20231.45%1.60%2.20%5.51%
20222.89%-5.30%0.39%6.97%
202110.29%5.42%1.50%5.72%
2020-22.59%15.53%-0.90%13.30%
20197.73%5.54%3.39%0.78%
2018-5.93%6.46%4.96%-10.87%
2017-0.53%2.49%4.60%N/A

Rank in category (by total return)

YTD23
1-month33
3-month34
1-year16
3-year6
5-year9

Load adjusted returns

1-year21.27%
3-year11.05%
5-year11.73%
10-yearN/A