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Threadneedle UK Gr&Inc Ret Net GBP (F0GBR04RSW.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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87.00-1.00 (-1.14%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up36
Number of years down9
Best 1-yr total return (Invalid Date)29.71%
Worst 1-yr total return (Invalid Date)-25.80%
Best 3-yr total return29.71%
Worst 3-yr total return-1.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR04RSW.LCategory
YTD5.39%4.87%
1-month0.12%1.45%
3-month-0.52%4.87%
1-year1.02%18.12%
3-year6.16%6.82%
5-year4.42%11.38%
10-year12.06%6.89%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR04RSW.LCategory
2018
-7.53%N/A
2017
7.29%N/A
2016
13.92%N/A
2015
3.33%6.91%
2014
3.91%0.14%
2013
29.71%30.20%
2012
16.86%18.69%
2011
0.61%-9.52%
2010
15.71%22.85%
2009
22.22%37.07%
2008
-25.80%-34.91%
2007
9.81%-1.61%
2006
16.51%18.87%
2005
22.04%21.75%
2004
10.31%16.72%
2003
18.14%27.85%
2002
-22.94%-22.13%
2001
-12.01%-9.70%
2000
-5.43%4.76%
1999
22.67%33.33%
1998
12.86%4.13%
1997
21.03%17.74%
1996
16.04%16.44%
1995
20.68%17.83%
1994
-7.79%-4.61%
1993
20.82%36.97%
1992
12.60%18.65%
1991
18.06%6.80%
1990
-8.58%-19.25%
1989
29.99%21.48%
1988
2.58%11.50%
1987
7.37%21.13%
1986
17.63%37.59%
1985
14.90%22.37%
1984
26.73%28.78%
1983
30.92%38.21%
1982
21.79%11.23%
1981
7.37%11.66%
1980
22.68%27.66%
1979
7.03%16.09%
1978
9.00%23.56%
1977
49.92%77.38%
1976
-7.36%1.72%
1975
85.55%69.44%
1974
-40.61%-33.47%
1973
N/A-18.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-5.00%12.11%-0.96%-12.33%
20174.70%3.17%0.15%-0.82%
20161.16%1.32%8.39%2.53%
20154.88%-0.85%-4.51%4.07%
20141.06%0.15%-0.59%3.27%
201312.34%1.99%6.90%5.90%
20129.15%-2.27%6.57%2.80%
20111.95%3.27%-11.27%7.69%
20105.63%-8.00%11.02%7.25%
2009-11.18%9.46%22.82%2.35%
2008-9.71%-1.44%-10.02%-7.33%
20073.75%3.12%-1.22%3.91%
200610.05%-2.49%2.41%6.02%
20052.80%4.16%8.50%5.04%
20041.93%0.59%1.96%5.51%
2003-7.40%12.62%4.73%8.17%
20023.27%-11.70%-17.65%2.63%
2001-9.04%1.11%-13.37%10.44%
2000-1.70%-3.13%1.64%-2.28%
19998.07%2.14%-4.52%16.40%
199814.07%1.44%-13.01%12.11%
19974.51%5.13%12.76%-2.30%
19963.32%2.08%6.13%3.67%
19951.39%6.98%7.08%3.90%
1994-3.20%-7.29%2.11%0.63%
19935.01%1.69%4.77%7.98%
1992-1.18%2.97%-1.84%12.73%
199116.76%-2.82%10.72%-6.03%
1990-5.77%8.37%-16.78%7.58%
198916.71%1.94%6.20%2.88%
19882.96%5.31%-1.57%-3.90%
198720.06%13.43%5.40%-25.19%
198618.94%-0.09%-5.87%5.16%
19853.07%-3.13%6.61%7.95%
198412.98%-5.35%10.66%7.10%
19838.37%10.80%4.39%4.45%
19826.34%-2.56%12.47%4.51%
19817.46%3.09%-10.95%8.85%
19805.52%11.84%8.49%-4.18%
197919.24%-6.21%4.40%-8.33%
1978-3.87%4.95%9.17%-1.03%
197718.20%6.65%19.14%-0.18%
19763.17%-6.15%-12.68%9.56%
197545.36%5.44%11.05%9.01%
1974-10.70%-12.61%-18.73%-6.35%
1973-4.00%-22.39%N/AN/A

Rank in category (by total return)

YTD90
1-month91
3-month92
1-year24
3-year68
5-year47

Load adjusted returns

1-year-2.77%
3-year4.82%
5-year3.63%
10-year11.63%