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Ninety One UK Alpha I Acc (0P0000WBQR.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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253.53+2.33 (+0.93%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.84%
5-year average return2.70%
Number of years up9
Number of years down3
Best 1-yr total return (3 May 2024)39.06%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return39.06%
Worst 3-yr total return-1.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WBQR.LCategory
YTD1.22%0.00%
1-month2.65%0.00%
3-month1.22%0.00%
1-year6.51%0.00%
3-year3.42%0.00%
5-year3.36%0.00%
10-year4.78%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WBQR.LCategory
2024
N/AN/A
2023
11.64%N/A
2022
-6.13%N/A
2021
6.94%N/A
2020
-4.86%N/A
2019
21.23%N/A
2018
-9.33%N/A
2017
12.74%N/A
2016
8.83%N/A
2015
6.67%N/A
2014
6.91%N/A
2013
39.06%N/A
2012
22.49%N/A
2011
-9.17%N/A
2010
21.13%N/A
2009
31.41%N/A
2008
-31.53%N/A
2007
3.51%N/A
2006
19.12%N/A
2005
26.59%N/A
2004
12.86%N/A
2003
17.79%N/A
2002
-19.43%N/A
2001
-14.60%N/A
2000
12.63%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.22%N/AN/AN/A
20236.09%-1.70%2.24%4.70%
2022-2.73%-6.34%-3.75%7.06%
20212.56%5.02%-1.08%0.37%
2020-20.52%11.13%-3.05%11.10%
201910.89%3.90%2.15%3.00%
2018-5.74%10.73%-0.84%-12.40%
20175.74%3.10%1.09%2.30%
2016-0.29%-1.76%8.45%2.45%
20155.64%-0.19%-4.25%5.66%
20144.02%-0.91%0.74%2.96%
201313.98%1.03%8.49%11.31%
201210.98%-5.16%8.36%7.40%
20110.57%0.19%-16.89%8.47%
20109.21%-10.35%14.41%8.14%
2009-5.34%14.12%20.05%1.34%
2008-5.08%3.95%-24.04%-8.64%
20071.31%2.18%-1.79%1.81%
20069.85%-4.17%4.46%8.32%
20053.50%5.84%9.80%5.25%
20043.36%-0.20%3.89%5.32%
2003-2.99%10.84%2.28%7.10%
20021.00%-8.82%-12.48%-0.04%
2001-8.83%4.82%-17.81%8.73%
20001.30%9.71%6.58%-4.92%

Rank in category (by total return)

YTD95
1-month93
3-month95
1-year79
3-year90
5-year91

Load adjusted returns

1-year6.51%
3-year3.42%
5-year3.36%
10-year4.78%