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Artemis Income R Inc (0P00000RJO.L)

2.6058
+0.0066
+(0.25%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 6.04%
5y Average Return 12.91%
Number of Years Up 18
Number of Years Down 6
Best 1Y Total Return (May 2, 2025) 24.25%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 24.25%
Worst 3Y Total Return 0.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000RJO.L
Category
YTD
2.52%
0.00%
1-Month
-3.72%
0.00%
3-Month
2.52%
0.00%
1-Year
10.89%
0.00%
3-Year
7.88%
0.00%
5-Year
12.64%
0.00%
10-Year
6.13%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000RJO.L
Category
2024
14.25%
--
2023
8.97%
--
2022
-0.35%
--
2021
15.30%
--
2020
-7.44%
--
2019
22.11%
--
2018
-10.47%
--
2017
11.75%
--

2016
9.67%
--
2015
4.86%
--
2014
3.97%
--
2013
24.25%
--
2012
14.61%
--
2011
0.58%
--
2010
12.28%
--
2009
21.34%
--
2008
-22.28%
--
2007
2.45%
--
2006
19.21%
--
2005
24.32%
--
2004
17.06%
--
2003
30.42%
--
2002
-15.24%
--
2001
-5.39%
--
2000
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.62% 2.98% 2.75% 2.23%
2023 2.97% -2.08% 2.74% 5.19%
2022 1.29% -7.65% -4.27% 11.29%
2021 6.70% 2.05% 2.01% 3.80%
2020 -25.13% 10.12% -1.60% 14.10%
2019 9.97% 3.29% 3.37% 3.99%
2018 -3.70% 7.97% -2.65% -11.54%
2017 3.55% 3.70% 1.25% 2.79%
2016 -1.98% 0.71% 8.03% 2.83%
2015 5.22% -1.08% -3.54% 4.44%

2014 -0.72% 2.61% 1.68% 0.38%
2013 11.35% 1.40% 4.44% 5.37%
2012 6.35% -0.19% 5.50% 2.34%
2011 1.18% 2.39% -9.28% 7.01%
2010 4.64% -7.19% 10.24% 4.87%
2009 -11.35% 11.35% 17.58% 4.55%
2008 -11.98% -1.32% -5.90% -4.92%
2007 2.76% 3.12% -2.82% -0.52%
2006 7.43% -2.48% 5.70% 7.64%
2005 4.81% 5.65% 7.28% 4.64%
2004 2.10% 3.29% 3.04% 7.72%
2003 -4.19% 19.51% 5.82% 7.64%
2002 5.72% -5.09% -15.87% 0.42%
2001 -2.79% 5.18% -15.75% 9.83%
2000 26.49% 7.54% -- --

Rank in Category (By Total Return)

YTD 44
1-Month 82
3-Month 44
1-Year 19
3-Year 15
5-Year 25

Load Adjusted Returns

1-Year 10.89%
3-Year 7.88%
5-Year 12.64%
10-Year 6.13%

Performance & Risk

YTD Return 6.04%
5y Average Return 12.91%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Artemis Fund Managers Limited
Net Assets 4.84B
YTD Return 2.52%
Yield 3.57%
Morningstar Rating
Inception Date Mar 14, 2024

Fund Summary

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