Australia markets open in 9 hours 8 minutes

Barclays UK Equity Income (Series 2) Fund R Dis GBP (0P0000X3DR.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
297.50-4.70 (-1.56%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up6
Number of years down2
Best 1-yr total return (Invalid Date)25.65%
Worst 1-yr total return (Invalid Date)-14.59%
Best 3-yr total return25.65%
Worst 3-yr total return-3.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X3DR.LCategory
YTD14.82%4.24%
1-month1.96%1.48%
3-month10.29%4.24%
1-year35.44%14.68%
3-year-0.29%7.57%
5-year3.21%11.27%
10-year0.00%5.98%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X3DR.LCategory
2021
N/AN/A
2020
-14.59%N/A
2019
18.64%N/A
2018
-10.84%N/A
2017
11.71%N/A
2016
9.35%N/A
2015
5.55%6.33%
2014
4.83%3.89%
2013
25.65%25.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20218.96%N/AN/AN/A
2020-30.76%9.22%-5.38%19.38%
20199.03%0.47%1.59%6.61%
2018-4.71%8.76%-2.21%-12.03%
20173.37%2.41%2.32%3.13%
2016-2.71%1.49%7.17%3.33%
20155.78%-1.03%-2.88%3.80%
20140.21%1.99%1.00%1.56%
20139.81%1.55%6.11%6.18%

Rank in category (by total return)

YTD20
1-month9
3-month20
1-year28
3-year70
5-year52

Load adjusted returns

1-year31.72%
3-year0.41%
5-year3.91%
10-yearN/A