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Invesco Global Fincl Cptl UK Acc (0P0000UVUT.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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145.27+0.07 (+0.05%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.00%
5-Year Average Return8.02%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 28, 2024)19.29%
Worst 1 Yr Total Return (Jun 28, 2024)N/A
Best 3-Yr Total Return19.29%
Worst 3-Yr Total Return-0.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000UVUT.LCategory
YTD4.67%0.00%
1-Month1.54%0.00%
3-Month3.83%0.00%
1-Year18.18%0.00%
3-Year7.47%0.00%
5-Year8.35%0.00%
10-Year5.59%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000UVUT.LCategory
2024
N/AN/A
2023
17.91%N/A
2022
-4.62%N/A
2021
19.29%N/A
2020
-4.51%N/A
2019
15.15%N/A
2018
-10.65%N/A
2017
14.56%N/A
2016
3.48%N/A
2015
3.99%N/A
2014
6.22%N/A
2013
16.80%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.88%N/AN/AN/A
20230.78%5.06%3.37%7.72%
2022-4.01%-5.75%-5.05%11.03%
20216.46%5.48%3.65%2.48%
2020-24.43%13.13%0.86%10.74%
20194.58%0.68%2.16%7.05%
2018-0.50%-3.39%0.31%-7.33%
20173.53%6.19%2.21%1.95%
2016-4.88%-4.67%3.50%10.25%
20153.37%-0.15%-1.65%2.44%
20142.72%2.29%-0.48%1.59%
20135.66%-0.49%6.32%4.48%
2012-2.56%12.53%10.23%N/A

Rank In Category (By Total Return)

YTDN/A
1-MonthN/A
3-MonthN/A
1-YearN/A
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year18.18%
3-Year7.47%
5-Year8.35%
10-Year5.59%