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CT UK Equity Income Fund (0P00017XHH.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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173.77+2.03 (+1.18%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.08%
5-Year Average Return6.30%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Jul 4, 2024)20.13%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return20.13%
Worst 3-Yr Total Return1.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00017XHH.LCategory
YTD7.03%0.00%
1-Month5.31%0.00%
3-Month9.49%0.00%
1-Year11.73%0.00%
3-Year7.22%0.00%
5-Year7.78%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00017XHH.LCategory
2024
N/AN/A
2023
9.68%N/A
2022
-2.00%N/A
2021
19.20%N/A
2020
-7.21%N/A
2019
20.13%N/A
2018
-6.63%N/A
2017
7.14%N/A
2016
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.44%N/AN/AN/A
20233.17%0.32%2.19%3.69%
2022-2.81%-3.99%-6.14%11.90%
20215.69%6.13%2.77%3.41%
2020-24.40%10.50%-1.61%12.91%
20197.10%2.34%3.42%5.97%
2018-5.03%11.92%-0.81%-11.44%
20174.22%3.62%0.24%-1.02%
20168.70%2.39%N/AN/A

Rank In Category (By Total Return)

YTD73
1-Month10
3-Month60
1-Year81
3-Year34
5-Year12

Load Adjusted Returns

1-Year11.73%
3-Year7.22%
5-Year7.78%
10-YearN/A