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Russell Inv UK Equity A (0P0000124C.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,847.00+11.00 (+0.29%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.55%
5-year average return5.55%
Number of years up16
Number of years down9
Best 1-yr total return (15 May 2024)34.75%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return34.75%
Worst 3-yr total return-0.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000124C.LCategory
YTD6.18%0.00%
1-month0.71%0.00%
3-month6.58%0.00%
1-year9.71%0.00%
3-year4.73%0.00%
5-year4.34%0.00%
10-year4.92%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000124C.LCategory
2024
N/AN/A
2023
11.86%N/A
2022
-6.77%N/A
2021
16.56%N/A
2020
-10.48%N/A
2019
23.09%N/A
2018
-10.91%N/A
2017
12.98%N/A
2016
13.95%N/A
2015
0.41%N/A
2014
-0.21%N/A
2013
27.55%N/A
2012
16.30%N/A
2011
-5.98%N/A
2010
16.45%N/A
2009
34.75%N/A
2008
-35.60%N/A
2007
4.56%N/A
2006
13.88%N/A
2005
19.95%N/A
2004
11.96%N/A
2003
18.28%N/A
2002
-22.27%N/A
2001
-11.23%N/A
2000
-5.39%N/A
1999
21.97%N/A
1998
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.43%N/AN/AN/A
20235.30%-0.34%2.51%3.97%
2022-6.53%-6.06%-4.27%10.91%
20217.58%4.38%1.74%2.02%
2020-31.14%11.90%-1.22%17.63%
201911.82%2.44%0.84%6.56%
2018-6.24%10.53%-1.79%-12.47%
20173.99%1.27%3.13%4.03%
2016-1.06%0.54%9.10%5.00%
20155.03%0.20%-7.62%3.28%
20140.08%-0.41%-1.08%1.21%
201311.40%-0.07%7.10%6.98%
20128.86%-3.44%6.05%4.32%
20111.42%1.64%-14.90%7.17%
20106.54%-11.06%14.48%7.35%
2009-8.55%12.84%25.33%4.19%
2008-10.04%-3.05%-15.01%-13.12%
20073.00%4.75%-2.48%-0.62%
20068.09%-2.82%2.26%6.01%
20052.40%3.91%7.53%4.82%
20041.20%1.67%2.62%6.04%
2003-6.96%12.80%3.15%9.26%
20022.29%-10.75%-18.57%4.56%
2001-7.97%2.56%-12.67%7.70%
2000-4.16%-1.85%0.82%-0.24%
19998.36%3.99%-4.58%13.45%
1998-1.32%-15.18%12.11%N/A

Rank in category (by total return)

YTD25
1-month61
3-month28
1-year28
3-year25
5-year38

Load adjusted returns

1-year9.71%
3-year4.73%
5-year4.34%
10-year4.92%