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CT UK Equity Income L Grs Inc GBP (0P0001AESX.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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210.29-0.45 (-0.21%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.57%
5-Year Average Return7.58%
Number of Years Up3
Number of Years Down3
Best 1 Yr Total Return (Jun 25, 2024)20.68%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return20.68%
Worst 3-Yr Total Return1.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001AESX.LCategory
YTD7.24%0.00%
1-Month5.35%0.00%
3-Month9.62%0.00%
1-Year12.24%0.00%
3-Year7.70%0.00%
5-Year8.28%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001AESX.LCategory
2024
N/AN/A
2023
10.18%N/A
2022
-1.57%N/A
2021
19.76%N/A
2020
-6.73%N/A
2019
20.68%N/A
2018
-6.21%N/A
2017
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.55%N/AN/AN/A
20233.29%0.44%2.31%3.81%
2022-2.72%-3.88%-6.03%12.03%
20215.81%6.25%2.89%3.53%
2020-24.39%10.79%-1.51%13.05%
20197.23%2.45%3.56%6.08%
2018-4.93%12.06%-0.70%-11.34%
20170.36%-0.91%N/AN/A

Rank In Category (By Total Return)

YTD71
1-Month9
3-Month58
1-Year76
3-Year25
5-Year6

Load Adjusted Returns

1-Year12.24%
3-Year7.70%
5-Year8.28%
10-YearN/A