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Marks & Spencer High Income (GB0005750145.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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116.00-1.00 (-0.85%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up16
Number of years down2
Best 1-yr total return (Invalid Date)21.41%
Worst 1-yr total return (Invalid Date)-16.63%
Best 3-yr total return21.41%
Worst 3-yr total return-4.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGB0005750145.LCategory
YTD3.27%1.76%
1-month0.44%0.16%
3-month4.11%1.76%
1-year1.28%6.64%
3-year2.59%3.38%
5-year5.77%5.36%
10-year4.73%5.77%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
GB0005750145.LCategory
2018
N/AN/A
2017
4.37%N/A
2016
9.64%N/A
2015
-0.39%0.34%
2014
8.57%4.43%
2013
0.04%4.27%
2012
14.83%15.76%
2011
6.06%0.42%
2010
9.08%9.84%
2009
21.41%31.96%
2008
-16.63%-13.72%
2007
1.30%1.80%
2006
3.49%4.23%
2005
9.56%8.15%
2004
9.87%9.60%
2003
14.34%12.64%
2002
11.21%3.77%
2001
11.18%4.91%
2000
6.68%4.33%
1999
1.55%0.67%
1998
16.67%16.91%
1997
N/A16.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-1.63%-1.18%0.42%N/A
20172.14%0.41%0.67%1.08%
20162.81%4.00%5.45%-2.77%
20152.96%-2.88%-0.84%0.46%
20142.81%2.77%0.50%2.24%
20131.15%-3.60%1.88%0.70%
20123.88%1.51%5.87%2.86%
20111.92%1.85%-0.74%2.93%
20104.57%0.97%6.55%-3.04%
2009-3.78%11.96%12.78%-0.07%
2008-3.70%0.67%-4.46%-9.98%
20070.84%-1.02%0.27%1.23%
20060.22%-2.14%4.06%1.40%
2005-0.27%5.48%2.42%1.69%
20042.17%-2.76%6.13%4.20%
20032.68%7.56%0.91%2.59%
20022.43%-0.18%2.60%6.01%
20011.05%2.43%1.28%6.07%
20000.66%-0.91%1.81%5.05%
19991.46%-1.84%-2.15%4.20%
19986.54%1.11%1.00%7.24%
19976.07%6.73%0.34%N/A

Rank in category (by total return)

YTD16
1-month85
3-month17
1-year14
3-year53
5-year29

Load adjusted returns

1-year1.28%
3-year2.59%
5-year5.77%
10-year4.73%