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Rathbone Sussex Income Fund (F0GBR06KGL.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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220.00+5.00 (+2.33%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up11
Number of years down3
Best 1-yr total return (Invalid Date)27.68%
Worst 1-yr total return (Invalid Date)-21.62%
Best 3-yr total return27.68%
Worst 3-yr total return0.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR06KGL.LCategory
YTD6.62%4.05%
1-month1.53%0.96%
3-month2.36%4.05%
1-year1.82%17.76%
3-year8.54%8.14%
5-year5.90%8.79%
10-year11.65%5.40%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR06KGL.LCategory
2018
-7.51%N/A
2017
15.46%N/A
2016
6.69%N/A
2015
9.29%2.29%
2014
0.59%5.14%
2013
24.09%14.85%
2012
13.58%10.54%
2011
-1.29%-5.89%
2010
17.02%12.27%
2009
26.60%19.80%
2008
-21.62%-20.02%
2007
3.47%3.46%
2006
27.68%8.79%
2005
19.63%17.77%
2004
N/A9.82%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-5.90%8.23%-0.91%-8.35%
20173.53%3.48%3.20%4.42%
2016-3.60%-1.45%8.45%3.55%
20157.22%-0.34%-3.05%5.49%
2014-1.60%0.86%-0.61%1.99%
201312.14%-0.04%5.14%5.30%
20124.52%-1.45%7.58%2.50%
20111.12%2.66%-11.40%7.32%
20104.69%-5.87%9.79%8.16%
2009-8.41%11.78%15.36%7.19%
2008-9.73%-1.49%-8.80%-3.35%
20073.67%1.06%-2.86%1.68%
200610.44%-1.66%7.43%9.44%
20051.74%4.13%7.18%5.36%
20041.45%2.79%6.60%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-3.78%
3-year6.51%
5-year4.71%
10-year11.02%