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Threadneedle Monthly Extra Inc Ret Net (F0GBR04RSO.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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78.00-1.00 (-1.27%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up15
Number of years down4
Best 1-yr total return (Invalid Date)22.99%
Worst 1-yr total return (Invalid Date)-21.42%
Best 3-yr total return22.99%
Worst 3-yr total return-1.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR04RSO.LCategory
YTD5.25%0.00%
1-month1.11%0.00%
3-month0.75%0.00%
1-year2.81%0.00%
3-year6.31%0.00%
5-year5.10%0.00%
10-year11.64%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR04RSO.LCategory
2018
-5.45%N/A
2017
6.59%N/A
2016
12.58%N/A
2015
3.74%N/A
2014
7.10%N/A
2013
22.99%N/A
2012
17.62%N/A
2011
2.58%N/A
2010
14.87%N/A
2009
18.82%N/A
2008
-21.42%N/A
2007
5.16%N/A
2006
16.17%N/A
2005
17.34%N/A
2004
13.01%N/A
2003
12.55%N/A
2002
-9.58%N/A
2001
-3.36%N/A
2000
3.44%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-4.05%8.69%-0.28%-9.09%
20173.91%2.73%-0.15%0.01%
20161.36%1.48%7.97%1.37%
20155.66%-2.83%-2.37%3.51%
20141.52%1.74%-0.12%3.81%
20139.51%1.36%5.83%4.69%
20128.11%-1.46%6.53%3.65%
20112.56%3.31%-8.77%6.12%
20105.75%-5.96%10.21%4.81%
2009-11.34%10.72%18.02%2.56%
2008-8.56%-1.05%-7.54%-6.07%
20073.06%1.50%-1.51%2.07%
20065.77%-1.38%4.47%6.60%
20051.93%4.88%5.44%4.09%
20041.81%1.50%2.65%6.54%
2003-3.87%9.16%2.48%4.66%
20022.64%-4.91%-9.09%1.91%
2001-3.69%2.40%-7.63%6.08%
2000-1.59%0.87%1.66%2.50%

Rank in category (by total return)

YTD40
1-month75
3-month53
1-year12
3-year79
5-year64

Load adjusted returns

1-year-1.04%
3-year4.96%
5-year4.30%
10-year11.22%