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SUTL Cazenove Charity Equity Income SInc (0P0001DJ0A.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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54.77+0.51 (+0.94%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.52%
5-Year Average Return7.42%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (May 31, 2024)21.47%
Worst 1 Yr Total Return (May 31, 2024)N/A
Best 3-Yr Total Return21.47%
Worst 3-Yr Total Return-1.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001DJ0A.LCategory
YTD6.34%0.00%
1-Month3.00%0.00%
3-Month8.18%0.00%
1-Year7.59%0.00%
3-Year9.10%0.00%
5-Year6.09%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001DJ0A.LCategory
2024
N/AN/A
2023
6.54%N/A
2022
6.97%N/A
2021
15.75%N/A
2020
-11.64%N/A
2019
21.47%N/A
2018
-10.30%N/A
2017
11.14%N/A
2016
9.57%N/A
2015
3.30%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.24%N/AN/AN/A
20232.37%-0.47%1.92%2.60%
20227.48%-4.39%-5.90%10.62%
20214.06%5.86%1.95%3.06%
2020-27.96%8.35%-0.80%14.12%
20197.74%3.43%0.09%8.91%
2018-4.00%8.63%-2.67%-11.63%
20173.42%3.06%0.34%3.92%
2016-2.17%-1.63%9.07%4.39%
20156.03%-1.24%-5.08%3.93%

Rank In Category (By Total Return)

YTD26
1-Month36
3-Month23
1-Year51
3-Year10
5-Year16

Load Adjusted Returns

1-Year7.59%
3-Year9.10%
5-Year6.09%
10-YearN/A