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Barclays UK Equity Income (Series 2) Fund A Acc GBP (0P00000O21.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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634.70+1.90 (+0.30%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up11
Number of years down3
Best 1-yr total return (Invalid Date)24.33%
Worst 1-yr total return (Invalid Date)-21.15%
Best 3-yr total return24.33%
Worst 3-yr total return-3.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000O21.LCategory
YTD14.63%4.24%
1-month1.92%1.48%
3-month10.18%4.24%
1-year35.02%14.68%
3-year-0.64%7.57%
5-year2.73%11.27%
10-year6.68%5.98%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000O21.LCategory
2021
N/AN/A
2020
-14.75%N/A
2019
18.25%N/A
2018
-11.34%N/A
2017
11.06%N/A
2016
8.71%N/A
2015
4.88%6.33%
2014
4.19%3.89%
2013
24.33%25.89%
2012
17.03%14.94%
2011
0.39%-1.86%
2010
9.90%15.46%
2009
19.71%23.76%
2008
-21.15%-28.12%
2007
3.32%-0.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20218.83%N/AN/AN/A
2020-30.83%9.25%-5.47%19.35%
20198.94%0.37%1.51%6.54%
2018-4.84%8.60%-2.37%-12.12%
20173.23%2.27%2.15%2.98%
2016-2.86%1.37%6.99%3.18%
20155.59%-1.17%-2.99%3.60%
20140.08%1.80%0.82%1.44%
20139.34%1.26%5.91%6.04%
20126.28%-2.00%6.67%5.34%
20110.61%3.08%-7.76%4.94%
20104.92%-8.44%9.09%4.87%
2009-13.00%12.43%17.21%4.41%
2008-12.88%-1.89%-4.95%-2.95%
20072.22%2.50%-2.00%0.62%

Rank in category (by total return)

YTD21
1-month10
3-month21
1-year29
3-year74
5-year59

Load adjusted returns

1-year28.10%
3-year-0.80%
5-year2.92%
10-year5.93%