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Aviva Investors Monthly Inc Pls 1 £ Inc (F0GBR04DCI.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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52.00+1.00 (+1.96%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up23
Number of years down6
Best 1-yr total return (Invalid Date)21.44%
Worst 1-yr total return (Invalid Date)-17.90%
Best 3-yr total return21.44%
Worst 3-yr total return-6.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR04DCI.LCategory
YTD2.06%1.95%
1-month0.36%0.46%
3-month2.37%1.95%
1-year1.19%9.33%
3-year4.49%6.67%
5-year4.42%6.92%
10-year8.57%5.98%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR04DCI.LCategory
2018
-2.96%N/A
2017
4.65%N/A
2016
9.38%N/A
2015
0.70%0.38%
2014
11.59%10.68%
2013
2.15%1.68%
2012
18.33%14.48%
2011
3.35%5.26%
2010
10.77%8.74%
2009
21.44%15.60%
2008
-17.90%-7.87%
2007
-2.10%-0.03%
2006
1.71%-0.60%
2005
8.72%7.00%
2004
8.23%5.62%
2003
7.80%5.27%
2002
0.13%6.43%
2001
4.70%4.56%
2000
0.53%7.07%
1999
-0.69%-1.68%
1998
17.03%13.97%
1997
26.33%12.56%
1996
10.95%5.79%
1995
16.76%16.26%
1994
-5.18%-9.49%
1993
32.62%19.57%
1992
21.43%11.86%
1991
17.25%9.61%
1990
-5.79%3.03%
1989
N/A3.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-1.88%-0.09%-0.07%-0.94%
20171.96%0.69%0.05%1.89%
20162.37%3.48%6.48%-3.03%
20153.43%-3.72%0.44%0.67%
20142.43%2.65%2.06%3.98%
20131.96%-2.78%2.33%0.71%
20125.37%1.23%7.36%3.33%
20112.32%2.09%-3.13%2.13%
20106.77%0.76%5.14%-2.08%
2009-9.05%14.39%13.39%2.95%
2008-5.48%-0.03%-7.29%-6.28%
2007-0.02%-1.76%-0.91%0.59%
2006-0.08%-1.10%2.85%0.06%
20050.91%3.81%1.54%2.21%
20041.15%-0.84%3.85%3.91%
20030.69%5.27%0.80%0.89%
2002-1.05%0.32%0.31%0.57%
20011.42%-0.25%1.62%1.84%
2000-1.16%0.71%-1.91%2.96%
19991.81%-1.49%-2.42%1.48%
19987.45%3.81%1.97%2.90%
19973.73%6.41%7.83%6.13%
1996-1.89%3.30%4.18%5.09%
19950.46%2.31%7.32%5.86%
1994-3.78%-2.87%-1.99%3.52%
19938.03%3.31%10.83%7.22%
1992-0.74%8.82%3.09%9.06%
199111.99%2.52%3.17%-1.02%
1990-4.78%0.17%-7.26%6.50%
19894.47%1.80%N/AN/A

Rank in category (by total return)

YTD38
1-month28
3-month58
1-year57
3-year57
5-year56

Load adjusted returns

1-year1.19%
3-year4.49%
5-year4.42%
10-year8.57%