LSE - Delayed Quote GBP

United States Equities A (0P000026AI.L)

9.47
+0.06
+(0.64%)
At close: January 21 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 3.80%
5y Average Return 14.03%
Number of Years Up 18
Number of Years Down 6
Best 1Y Total Return (Jan 21, 2025) 34.97%
Worst 1Y Total Return (Jan 21, 2025) --
Best 3Y Total Return 34.97%
Worst 3Y Total Return 7.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000026AI.L
Category
YTD
31.00%
0.00%
1-Month
0.65%
0.00%
3-Month
11.83%
0.00%
1-Year
31.00%
0.00%
3-Year
9.58%
0.00%
5-Year
14.26%
0.00%
10-Year
13.50%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000026AI.L
Category
2024
31.00%
--
2023
18.50%
--
2022
-15.24%
--
2021
26.44%
--
2020
17.08%
--
2019
21.92%
--
2018
-2.88%
--
2017
9.92%
--

2016
32.02%
--
2015
6.02%
--
2014
20.03%
--
2013
34.97%
--
2012
8.16%
--
2011
2.86%
--
2010
17.16%
--
2009
13.37%
--
2008
-16.71%
--
2007
-0.36%
--
2006
0.46%
--
2005
19.85%
--
2004
2.85%
--
2003
14.51%
--
2002
-31.63%
--
2001
-10.03%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.58% 4.76% -0.67% 11.83%
2023 2.77% 5.46% 1.35% 7.87%
2022 -3.74% -12.67% 5.54% -4.47%
2021 4.47% 8.78% 4.61% 6.37%
2020 -13.54% 22.12% 5.92% 4.68%
2019 10.54% 5.86% 3.67% 0.49%
2018 -5.59% 11.65% 7.48% -14.28%
2017 3.81% -1.53% 1.01% 6.46%
2016 1.47% 8.24% 8.92% 10.36%
2015 6.99% -7.17% -4.97% 12.33%

2014 0.61% 3.64% 5.68% 8.94%
2013 19.72% 3.18% 0.71% 8.49%
2012 8.28% -2.78% 5.55% -2.65%
2011 2.65% 0.17% -8.49% 9.32%
2010 11.27% -10.62% 3.20% 14.14%
2009 -10.43% 1.93% 17.85% 5.37%
2008 -10.01% -1.84% -5.84% 0.14%
2007 0.54% 2.90% -0.52% -3.18%
2006 3.93% -7.41% 3.36% 1.01%
2005 -1.02% 7.46% 5.82% 6.48%
2004 -0.47% 2.67% -1.12% 1.79%
2003 0.42% 7.86% 2.00% 3.64%
2002 -0.37% -20.52% -16.52% 3.43%
2001 -10.23% 8.57% -19.97% 15.35%

Rank in Category (By Total Return)

YTD 3
1-Month 5
3-Month 5
1-Year 3
3-Year 58
5-Year 52

Load Adjusted Returns

1-Year 31.00%
3-Year 9.58%
5-Year 14.26%
10-Year 13.50%

Performance & Risk

YTD Return 3.80%
5y Average Return 14.03%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Santander Asset Management UK Limited
Net Assets 80.97M
YTD Return 31.00%
Yield 0.17%
Morningstar Rating
Inception Date Dec 18, 2000

Fund Summary

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