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TM UBS (UK) - UK Eq C Inc (0P00013FRW.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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159.90+1.20 (+0.76%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.61%
5-year average return19.26%
Number of years up6
Number of years down2
Best 1-yr total return (24 Apr 2024)82.14%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return82.14%
Worst 3-yr total return4.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00013FRW.LCategory
YTD3.96%0.00%
1-month4.91%0.00%
3-month3.96%0.00%
1-year6.33%0.00%
3-year6.49%0.00%
5-year20.06%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00013FRW.LCategory
2024
N/AN/A
2023
6.47%N/A
2022
-2.33%N/A
2021
16.41%N/A
2020
82.14%N/A
2019
18.02%N/A
2018
-8.21%N/A
2017
14.61%N/A
2016
7.95%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.96%N/AN/AN/A
20234.10%-1.49%0.86%2.94%
20220.39%-5.77%-4.04%7.60%
20214.23%4.56%3.95%2.77%
2020-24.68%11.19%-5.34%129.77%
20198.44%3.82%2.41%2.37%
2018-4.48%7.91%-1.18%-9.89%
20175.56%3.74%0.17%4.48%
20160.61%2.12%6.56%-1.40%
20153.33%N/AN/AN/A

Rank in category (by total return)

YTD24
1-month13
3-month24
1-year80
3-year71
5-year1

Load adjusted returns

1-year0.75%
3-year4.59%
5-year18.78%
10-yearN/A