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SLI UK Equity High Alpha Inst Inc (F0GBR04RZ1.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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67.00-1.00 (-1.47%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up12
Number of years down8
Best 1-yr total return (Invalid Date)75.08%
Worst 1-yr total return (Invalid Date)-41.52%
Best 3-yr total return75.08%
Worst 3-yr total return-9.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR04RZ1.LCategory
YTD7.52%4.87%
1-month7.52%1.45%
3-month-1.51%4.87%
1-year-8.63%18.12%
3-year7.36%6.82%
5-year5.03%11.38%
10-year16.49%6.89%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR04RZ1.LCategory
2018
-15.27%N/A
2017
18.34%N/A
2016
4.65%N/A
2015
9.31%6.91%
2014
1.80%0.14%
2013
32.17%30.20%
2012
35.65%18.69%
2011
-17.08%-9.52%
2010
33.80%22.85%
2009
75.08%37.07%
2008
-41.52%-34.91%
2007
-0.67%-1.61%
2006
26.80%18.87%
2005
29.85%21.75%
2004
-3.56%16.72%
2003
22.35%27.85%
2002
-22.51%-22.13%
2001
-9.58%-9.70%
2000
-6.21%4.76%
1999
15.62%33.33%
1998
N/A4.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-5.86%8.39%-1.41%-15.78%
20174.96%-1.53%6.18%7.84%
2016-3.45%-9.65%13.21%5.98%
20156.72%2.77%-7.85%8.16%
20141.96%-1.66%-0.24%1.77%
201310.88%2.09%11.02%5.17%
201217.86%-9.68%15.44%10.38%
20111.41%1.41%-22.26%3.72%
201010.57%-13.59%22.08%14.71%
2009-6.09%35.43%35.28%1.76%
2008-5.13%-4.87%-17.38%-21.57%
20077.60%3.48%-2.53%-8.48%
200612.46%-2.69%4.19%11.20%
20053.64%4.55%10.41%8.54%
20041.45%1.41%-11.55%5.98%
2003-4.33%13.94%4.41%7.49%
20021.86%-11.72%-13.66%-0.20%
2001-8.48%3.44%-14.35%11.51%
2000-7.08%-2.26%3.14%0.13%
19994.85%2.26%-4.95%13.46%
199812.30%N/AN/AN/A

Rank in category (by total return)

YTD21
1-month21
3-month59
1-year69
3-year50
5-year50

Load adjusted returns

1-year-8.63%
3-year7.36%
5-year5.03%
10-year16.49%