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Threadneedle UK Equity Income Fund Z Accumulation GBP (0P0000X3IO.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
222.000.00 (0.00%)
At close: 08:00PM GMT
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Invalid Date)29.95%
Worst 1 Yr Total Return (Invalid Date)-7.00%
Best 3-Yr Total Return29.95%
Worst 3-Yr Total Return1.57%

Trailing Returns (%) Vs. Benchmarks

Return0P0000X3IO.LCategory
YTD-7.13%4.24%
1-Month2.85%1.48%
3-Month-5.00%4.24%
1-Year-3.49%14.68%
3-Year2.88%7.57%
5-Year4.23%11.27%
10-Year7.96%5.98%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000X3IO.LCategory
2021
N/AN/A
2020
-7.00%N/A
2019
20.40%N/A
2018
-6.42%N/A
2017
7.38%N/A
2016
13.79%N/A
2015
4.92%6.33%
2014
7.03%3.89%
2013
29.95%25.89%
2012
16.85%14.94%
2011
1.03%-1.86%
2010
16.61%15.46%
2009
N/A23.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20215.75%6.18%N/AN/A
2020-24.36%10.55%-1.56%12.97%
20197.16%2.40%3.48%6.03%
2018-4.98%11.99%-0.75%-11.39%
20174.27%3.68%0.30%-0.97%
20160.90%1.21%8.76%2.44%
20155.63%-2.01%-3.27%4.80%
20141.16%3.26%-1.02%3.52%
201310.92%2.49%7.28%6.55%
20122.98%-1.37%6.56%2.98%
20111.85%3.53%-10.51%7.06%
20106.22%-8.71%11.32%8.02%
200919.76%1.99%N/AN/A

Rank In Category (By Total Return)

YTD36
1-Month18
3-Month23
1-Year41
3-Year19
5-Year24

Load Adjusted Returns

1-Year21.14%
3-Year2.36%
5-Year6.43%
10-Year8.58%
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