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JOHCM UK Equity Income Y GBP Acc (0P0000ZR49.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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205.80+2.00 (+0.98%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.71%
5-year average return6.60%
Number of years up7
Number of years down3
Best 1-yr total return (3 July 2024)24.93%
Worst 1-yr total return (3 July 2024)N/A
Best 3-yr total return24.93%
Worst 3-yr total return-4.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZR49.LCategory
YTD15.12%0.00%
1-month4.06%0.00%
3-month17.63%0.00%
1-year25.12%0.00%
3-year8.25%0.00%
5-year7.78%0.00%
10-year6.30%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZR49.LCategory
2024
N/AN/A
2023
6.10%N/A
2022
-0.75%N/A
2021
24.93%N/A
2020
-15.62%N/A
2019
20.16%N/A
2018
-13.13%N/A
2017
18.23%N/A
2016
16.95%N/A
2015
1.56%N/A
2014
1.63%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.59%N/AN/AN/A
20231.05%-3.22%5.76%2.58%
20220.63%-7.97%-5.29%13.15%
202112.90%3.83%3.93%2.54%
2020-36.53%11.59%-8.50%30.21%
20198.11%-0.20%1.90%9.30%
2018-5.27%9.11%-3.31%-13.08%
20174.35%3.52%3.47%5.77%
2016-2.00%-1.16%11.59%8.20%
20156.23%1.68%-8.30%2.54%
20140.01%1.61%-0.35%0.37%
20137.42%7.10%N/AN/A

Rank in category (by total return)

YTD2
1-month27
3-month2
1-year2
3-year19
5-year12

Load adjusted returns

1-year25.12%
3-year8.25%
5-year7.78%
10-year6.30%