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Legal & General UK Alpha Trust R Class Accumulation (0P00001BVS.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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0.00000.0000 (0.00%)
As of 02:00PM BST. Market open.

Performance Overview

Morningstar Return Rating★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up8
Number of Years Down6
Best 1 Yr Total Return (Invalid Date)89.76%
Worst 1 Yr Total Return (Invalid Date)-36.81%
Best 3-Yr Total Return89.76%
Worst 3-Yr Total Return-4.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00001BVS.LCategory
YTD-21.15%7.62%
1-Month5.44%2.07%
3-Month2.84%7.62%
1-Year-19.21%18.60%
3-Year-17.41%8.31%
5-Year-5.79%14.76%
10-Year0.00%8.36%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00001BVS.LCategory
2020
N/AN/A
2019
-3.51%N/A
2018
-25.61%N/A
2017
25.62%N/A
2016
9.16%N/A
2015
-7.54%15.62%
2014
-1.75%-1.25%
2013
42.11%39.58%
2012
6.18%24.62%
2011
-14.43%-8.49%
2010
35.73%32.08%
2009
89.76%48.71%
2008
-36.81%-39.48%
2007
7.75%-6.85%
2006
27.12%24.51%
2005
N/A21.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-34.40%12.33%1.08%N/A
2019-3.16%-1.30%-6.16%7.58%
2018-7.88%5.78%-7.44%-17.52%
201712.78%3.43%5.73%1.86%
20160.00%0.43%12.96%-3.78%
2015-0.40%0.66%-3.17%-4.77%
20145.52%-3.76%0.26%-3.51%
201316.81%-2.45%13.53%9.85%
20128.63%-11.10%10.05%-0.09%
20112.94%1.22%-14.90%-3.50%
20104.02%-5.90%23.20%12.56%
200911.47%28.55%31.42%0.76%
2008-4.87%7.19%-21.34%-21.21%
200711.28%13.39%-7.14%-8.05%
20065.87%0.07%4.92%14.35%
200510.70%-6.34%N/AN/A

Rank In Category (By Total Return)

YTD95
1-Month72
3-Month87
1-Year97
3-Year100
5-Year100

Load Adjusted Returns

1-Year-19.86%
3-Year-18.34%
5-Year-6.93%
10-Year-0.33%