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Barclays UK Alpha Fund (0P0000JSBN.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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415.30+2.70 (+0.65%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.36%
5-Year Average Return5.18%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (Jun 21, 2024)29.64%
Worst 1 Yr Total Return (Jun 21, 2024)N/A
Best 3-Yr Total Return29.64%
Worst 3-Yr Total Return-1.84%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000JSBN.LCategory
YTD9.57%0.00%
1-Month4.17%0.00%
3-Month10.14%0.00%
1-Year17.24%0.00%
3-Year6.21%0.00%
5-Year5.97%0.00%
10-Year4.61%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000JSBN.LCategory
2024
N/AN/A
2023
9.05%N/A
2022
-4.84%N/A
2021
18.12%N/A
2020
-11.41%N/A
2019
19.34%N/A
2018
-10.53%N/A
2017
7.20%N/A
2016
15.66%N/A
2015
0.33%N/A
2014
2.28%N/A
2013
29.64%N/A
2012
19.65%N/A
2011
-5.45%N/A
2010
15.74%N/A
2009
28.67%N/A
2008
-33.65%N/A
2007
1.33%N/A
2006
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.93%N/AN/AN/A
20233.60%-0.76%3.16%2.81%
2022-4.11%-6.42%-4.14%10.64%
20216.08%5.53%2.25%3.20%
2020-30.71%11.40%-1.92%17.01%
20198.09%1.30%1.61%7.25%
2018-5.82%10.13%-2.45%-11.57%
20172.38%0.08%2.40%2.16%
2016-1.48%1.06%9.48%6.11%
20154.69%-0.49%-6.84%3.37%
20140.05%1.28%-0.89%1.84%
20139.95%2.19%7.47%7.36%
20127.69%-4.34%8.34%7.20%
20110.50%0.44%-9.52%3.52%
20107.59%-13.03%15.09%7.47%
2009-9.64%16.21%20.82%1.42%
2008-9.73%-2.79%-15.55%-10.46%
20072.05%3.47%-2.31%-1.78%
20066.62%N/AN/AN/A

Rank In Category (By Total Return)

YTD24
1-Month28
3-Month30
1-Year26
3-Year21
5-Year34

Load Adjusted Returns

1-Year14.90%
3-Year5.50%
5-Year5.55%
10-Year4.40%