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Threadneedle UK Eq Alpha Inc RN GBP (F0GBR06SVT.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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63.00-1.00 (-1.56%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up10
Number of years down2
Best 1-yr total return (Invalid Date)30.63%
Worst 1-yr total return (Invalid Date)-22.57%
Best 3-yr total return30.63%
Worst 3-yr total return-1.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR06SVT.LCategory
YTD5.19%4.24%
1-month-0.08%1.48%
3-month-0.82%4.24%
1-year3.67%14.68%
3-year4.78%7.57%
5-year3.40%11.27%
10-year11.03%5.98%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR06SVT.LCategory
2018
-6.04%N/A
2017
2.28%N/A
2016
13.21%N/A
2015
2.50%6.33%
2014
6.03%3.89%
2013
30.63%25.89%
2012
18.93%14.94%
2011
1.88%-1.86%
2010
15.95%15.46%
2009
13.75%23.76%
2008
-22.57%-28.12%
2007
7.87%-0.59%
2006
N/A18.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-5.53%11.82%-0.80%-10.34%
20172.39%2.09%-0.34%-1.81%
20161.08%0.08%7.15%4.44%
20156.44%-2.97%-3.83%3.20%
20141.67%2.13%0.09%2.03%
201311.02%3.24%8.85%4.70%
20128.19%-1.96%7.44%4.36%
20112.61%3.01%-9.72%6.75%
20105.86%-8.68%11.26%7.81%
2009-11.09%6.79%19.23%0.48%
2008-9.22%-2.97%-6.12%-6.37%
20071.56%3.82%-1.94%4.33%
20065.53%8.96%N/AN/A

Rank in category (by total return)

YTD88
1-month94
3-month98
1-year12
3-year66
5-year76

Load adjusted returns

1-year-0.22%
3-year3.45%
5-year2.62%
10-year10.61%