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Best savings accounts that offer above inflation rates
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Algebris Financial Equity MD GBP Inc (0P0001L3NG.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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15,067.00
+163.00
(+1.09%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
17.06%
5-year average return
16.56%
Number of years up
4
Number of years down
1
Best 1-yr total return (2 May 2024)
34.99%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
34.99%
Worst 3-yr total return
11.68%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001L3NG.L
Category
YTD
14.70%
0.00%
1-month
9.40%
0.00%
3-month
14.70%
0.00%
1-year
40.33%
0.00%
3-year
20.71%
0.00%
5-year
18.39%
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
0P0001L3NG.L
Category
2024
N/A
N/A
2023
23.87%
N/A
2022
10.39%
N/A
2021
34.99%
N/A
2020
-6.51%
N/A
2019
27.45%
N/A
2018
N/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
14.70%
N/A
N/A
N/A
2023
1.25%
7.21%
5.83%
7.83%
2022
1.88%
-7.00%
1.48%
14.81%
2021
20.39%
3.16%
5.40%
3.13%
2020
-37.32%
17.02%
-6.49%
36.31%
2019
8.47%
3.43%
1.69%
11.71%
2018
-9.20%
-0.22%
-20.04%
N/A
Rank in category (by total return)
YTD
N/A
1-month
N/A
3-month
N/A
1-year
N/A
3-year
N/A
5-year
N/A
Load adjusted returns
1-year
40.33%
3-year
20.71%
5-year
18.39%
10-year
N/A
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