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Threadneedle UK Eq Alpha Inc IN GBP (F0GBR06XGD.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 up10
Number of years down2
Best 1-yr total return (Invalid Date)31.35%
Worst 1-yr total return (Invalid Date)-22.04%
Best 3-yr total return31.35%
Worst 3-yr total return-1.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR06XGD.LCategory
YTD5.29%4.24%
1-month-0.03%1.48%
3-month-0.68%4.24%
1-year4.27%14.68%
3-year5.39%7.57%
5-year4.01%11.27%
10-year11.68%5.98%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR06XGD.LCategory
2018
-5.49%N/A
2017
2.88%N/A
2016
13.87%N/A
2015
3.07%6.33%
2014
6.68%3.89%
2013
31.35%25.89%
2012
19.65%14.94%
2011
2.47%-1.86%
2010
16.63%15.46%
2009
14.42%23.76%
2008
-22.04%-28.12%
2007
8.42%-0.59%
2006
N/A18.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-5.41%12.00%-0.67%-10.20%
20172.55%2.24%-0.20%-1.67%
20161.24%0.22%7.31%4.58%
20156.59%-2.83%-3.70%3.34%
20141.81%2.27%0.25%2.20%
201311.16%3.38%9.00%4.85%
20128.37%-1.83%7.63%4.50%
20112.76%3.18%-9.57%6.87%
20106.00%-8.52%11.42%7.96%
2009-10.96%6.95%19.41%0.63%
2008-9.00%-2.82%-5.97%-6.25%
20071.70%3.96%-1.82%4.45%
20065.69%9.15%N/AN/A

Rank in category (by total return)

YTD87
1-month94
3-month97
1-year7
3-year59
5-year60

Load adjusted returns

1-year4.27%
3-year5.39%
5-year4.01%
10-year11.68%