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Royal London UK Core Equity Tilt Z Acc (0P0000NAFZ.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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240.70+2.00 (+0.84%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.08%
5-Year Average Return5.86%
Number of Years Up12
Number of Years Down4
Best 1 Yr Total Return (Jun 28, 2024)30.18%
Worst 1 Yr Total Return (Jun 28, 2024)N/A
Best 3-Yr Total Return30.18%
Worst 3-Yr Total Return-0.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000NAFZ.LCategory
YTD8.53%0.00%
1-Month2.24%0.00%
3-Month10.11%0.00%
1-Year15.59%0.00%
3-Year8.45%0.00%
5-Year6.74%0.00%
10-Year5.98%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000NAFZ.LCategory
2024
N/AN/A
2023
9.01%N/A
2022
0.99%N/A
2021
18.10%N/A
2020
-10.73%N/A
2019
19.71%N/A
2018
-9.13%N/A
2017
12.86%N/A
2016
16.21%N/A
2015
1.36%N/A
2014
1.32%N/A
2013
20.66%N/A
2012
12.25%N/A
2011
-3.41%N/A
2010
15.61%N/A
2009
30.18%N/A
2008
-29.13%N/A
2007
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.92%N/AN/AN/A
20232.89%0.14%3.33%2.39%
20221.53%-5.84%-3.26%9.19%
20215.78%4.36%2.70%4.17%
2020-25.79%10.74%-3.42%12.48%
20199.79%2.90%1.38%4.52%
2018-5.84%8.91%-1.27%-10.25%
20174.48%2.02%1.38%4.44%
20160.22%2.08%9.23%3.99%
20156.21%-2.12%-5.98%3.70%
2014-0.34%1.98%0.15%-0.45%
201310.71%-1.81%5.19%5.52%
20126.69%-3.54%5.49%3.39%
20111.09%0.29%-12.67%9.09%
20106.99%-11.49%13.38%7.67%
2009-10.30%13.39%22.02%4.90%
2008-9.66%-2.03%-12.45%-8.55%
20070.27%N/AN/AN/A

Rank In Category (By Total Return)

YTD42
1-Month34
3-Month19
1-Year18
3-Year26
5-Year17

Load Adjusted Returns

1-Year15.59%
3-Year8.45%
5-Year6.74%
10-Year5.98%