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TM UBS (UK) - Global Equity C Inc (0P00013FR6.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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234.50+0.10 (+0.04%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.16%
5-Year Average Return6.28%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jul 1, 2024)20.70%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return20.70%
Worst 3-Yr Total Return2.60%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00013FR6.LCategory
YTD6.73%0.00%
1-Month1.54%0.00%
3-Month4.38%0.00%
1-Year13.95%0.00%
3-Year5.08%0.00%
5-Year6.87%0.00%
10-Year7.13%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00013FR6.LCategory
2024
N/AN/A
2023
10.87%N/A
2022
-8.87%N/A
2021
14.40%N/A
2020
3.59%N/A
2019
20.23%N/A
2018
-7.99%N/A
2017
13.12%N/A
2016
20.70%N/A
2015
0.54%N/A
2014
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.84%N/AN/AN/A
20233.28%0.84%0.78%5.63%
2022-2.92%-8.54%-0.15%2.80%
20212.91%6.02%1.76%3.04%
2020-21.12%16.65%0.99%11.47%
20198.28%5.38%2.23%3.07%
2018-5.59%7.46%2.05%-11.13%
20175.16%1.93%0.72%4.77%
20160.46%3.54%10.71%4.81%
20156.49%-3.85%-7.40%6.03%
20141.55%0.96%2.70%N/A

Rank In Category (By Total Return)

YTD62
1-Month58
3-Month12
1-Year72
3-Year72
5-Year82

Load Adjusted Returns

1-Year7.97%
3-Year3.20%
5-Year5.72%
10-Year6.56%