Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

Legal & General Mixed Investment 20-60% Fund D Class Distribution (0P000134G5.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
57.46+0.35 (+0.61%)
At close: 09:00PM BST
Advertisement

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.07%
5-Year Average Return2.14%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (Mar 30, 2023)13.80%
Worst 1 Yr Total Return (Mar 30, 2023)N/A
Best 3-Yr Total Return13.80%
Worst 3-Yr Total Return-0.77%

Trailing Returns (%) Vs. Benchmarks

Return0P000134G5.LCategory
YTD2.07%0.00%
1-Month0.02%0.00%
3-Month2.07%0.00%
1-Year-5.04%0.00%
3-Year5.32%0.00%
5-Year2.14%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000134G5.LCategory
2022
-10.76%N/A
2021
6.49%N/A
2020
2.82%N/A
2019
13.80%N/A
2018
-5.63%N/A
2017
6.28%N/A
2016
13.37%N/A
2015
-0.28%N/A
2014
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-4.06%-8.30%-3.07%4.65%
20210.51%3.58%0.71%1.57%
2020-13.87%10.85%0.99%6.63%
20196.26%3.71%1.52%1.72%
2018-3.65%2.96%0.59%-5.43%
20173.12%0.61%0.61%1.80%
20162.33%3.80%5.67%1.01%
20154.67%-3.36%-4.54%3.27%
20140.38%1.53%N/AN/A

Rank In Category (By Total Return)

YTD54
1-Month64
3-Month45
1-Year55
3-Year64
5-Year56

Load Adjusted Returns

1-Year-3.65%
3-Year1.35%
5-Year1.84%
10-YearN/A
Advertisement
Advertisement