LSE - Delayed Quote GBP

Invesco US Equity UK Acc (0P00000R51.L)

13.57
-0.04
(-0.33%)
At close: May 9 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -9.99%
5y Average Return 11.35%
Number of Years Up 29
Number of Years Down 12
Best 1Y Total Return (May 7, 2025) 37.38%
Worst 1Y Total Return (May 7, 2025) --
Best 3Y Total Return 37.38%
Worst 3Y Total Return 4.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000R51.L
Category
YTD
-9.57%
0.00%
1-Month
-9.23%
0.00%
3-Month
-9.57%
0.00%
1-Year
0.51%
0.00%
3-Year
5.89%
0.00%
5-Year
13.77%
0.00%
10-Year
8.84%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000R51.L
Category
2024
25.37%
--
2023
15.10%
--
2022
-11.19%
--
2021
29.35%
--
2020
5.77%
--
2019
22.97%
--
2018
-10.89%
--
2017
3.58%
--

2016
37.38%
--
2015
0.11%
--
2014
15.88%
--
2013
31.45%
--
2012
6.58%
--
2011
-2.00%
--
2010
14.73%
--
2009
15.77%
--
2008
-18.80%
--
2007
-7.17%
--
2006
-2.67%
--
2005
5.41%
--
2004
-0.07%
--
2003
15.96%
--
2002
-39.08%
--
2001
-12.37%
--
2000
1.77%
--
1999
23.20%
--
1998
14.78%
--
1997
20.88%
--
1996
11.03%
--
1995
34.54%
--
1994
-9.52%
--
1993
23.23%
--
1992
42.91%
--
1991
60.51%
--
1990
-14.63%
--
1989
47.32%
--
1988
13.87%
--
1987
-13.14%
--
1986
12.52%
--
1985
13.77%
--
1984
5.69%
--
1983
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.79% 3.78% -2.24% 9.55%
2023 2.65% 6.99% -1.30% 6.18%
2022 -2.40% -11.28% 5.14% -2.45%
2021 7.28% 6.78% 4.17% 8.39%
2020 -16.84% 15.91% 5.30% 4.21%
2019 10.78% 4.44% 1.35% 4.86%
2018 -7.91% 12.57% 5.58% -18.59%
2017 1.25% -3.04% 2.17% 3.27%
2016 3.28% 5.34% 12.20% 12.54%
2015 6.09% -5.98% -9.53% 10.94%

2014 1.77% 1.04% 8.09% 4.26%
2013 19.13% 3.66% 1.34% 5.03%
2012 7.36% -5.02% 6.94% -2.26%
2011 0.89% -3.28% -8.65% 9.95%
2010 11.85% -11.08% 3.63% 11.31%
2009 -7.03% 1.40% 16.57% 5.35%
2008 -11.35% -1.39% -5.76% -1.44%
2007 1.22% 3.94% -3.24% -8.80%
2006 3.95% -10.61% 3.61% 1.10%
2005 -3.01% 5.24% 1.53% 1.72%
2004 -2.64% 1.11% -3.36% 5.03%
2003 -0.48% 9.90% 1.49% 4.46%
2002 -2.25% -21.02% -21.88% 1.01%
2001 -7.88% 7.55% -24.78% 17.59%
2000 6.29% 2.24% 1.36% -7.60%
1999 8.06% 11.24% -10.14% 14.05%
1998 9.99% -1.07% -12.34% 20.33%
1997 2.63% 4.94% 14.11% -1.65%
1996 7.67% 5.37% 1.91% -3.96%
1995 2.76% 8.26% 8.55% 11.41%
1994 -4.42% -6.65% 5.76% -4.11%
1993 6.02% 5.12% 6.66% 3.67%
1992 10.77% -10.99% 10.54% 31.14%
1991 39.83% 11.17% 1.04% 2.19%
1990 -1.31% 2.18% -19.74% 5.48%
1989 15.95% 19.99% 6.93% -0.96%
1988 5.24% 13.86% 0.82% -5.74%
1987 15.96% 2.48% 2.81% -28.91%
1986 17.45% 4.92% -9.38% 0.76%
1985 7.61% 2.68% -8.89% 13.00%
1984 -5.08% -3.85% 13.59% 1.96%
1983 4.68% -- -- --

Rank in Category (By Total Return)

YTD 85
1-Month 91
3-Month 85
1-Year 73
3-Year 79
5-Year 80

Load Adjusted Returns

1-Year -0.95%
3-Year 5.38%
5-Year 13.44%
10-Year 8.68%

Performance & Risk

YTD Return -9.99%
5y Average Return 11.35%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Invesco Fund Managers Limited
Net Assets 162.27M
YTD Return -9.57%
Yield 0.00%
Morningstar Rating
Inception Date Jun 12, 2009

Fund Summary

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