LSE - Delayed Quote GBp
Barclays UK Alpha B Dis GBP (0P0000JSBN.L)
As of October 15 at 9:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.10% |
| 5y Average Return | 4.97% |
| Number of Years Up | 12 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 15, 2024) | 29.64% |
| Worst 1Y Total Return (Oct 15, 2024) | -- |
| Best 3Y Total Return | 29.64% |
| Worst 3Y Total Return | -1.84% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000JSBN.L
Category
- YTD
- 9.84%
- 0.00%
- 1-Month
- -1.73%
- 0.00%
- 3-Month
- 2.10%
- 0.00%
- 1-Year
- 12.93%
- 0.00%
- 3-Year
- 5.56%
- 0.00%
- 5-Year
- 5.05%
- 0.00%
- 10-Year
- 4.90%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000JSBN.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.93% | 3.51% | 2.10% | -- |
| 2023 | 3.60% | -0.76% | 3.16% | 2.81% |
| 2022 | -4.11% | -6.42% | -4.14% | 10.64% |
| 2021 | 6.08% | 5.53% | 2.25% | 3.20% |
| 2020 | -30.71% | 11.40% | -1.92% | 17.01% |
| 2019 | 8.09% | 1.30% | 1.61% | 7.25% |
| 2018 | -5.82% | 10.13% | -2.45% | -11.57% |
| 2017 | 2.38% | 0.08% | 2.40% | 2.16% |
| 2016 | -1.48% | 1.06% | 9.48% | 6.11% |
| 2015 | 4.69% | -0.49% | -6.84% | 3.37% |
| 2014 | 0.05% | 1.28% | -0.89% | 1.84% |
| 2013 | 9.95% | 2.19% | 7.47% | 7.36% |
| 2012 | 7.69% | -4.34% | 8.34% | 7.20% |
| 2011 | 0.50% | 0.44% | -9.52% | 3.52% |
| 2010 | 7.59% | -13.03% | 15.09% | 7.47% |
| 2009 | -9.64% | 16.21% | 20.82% | 1.42% |
| 2008 | -9.73% | -2.79% | -15.55% | -10.46% |
| 2007 | 2.05% | 3.47% | -2.31% | -1.78% |
| 2006 | 6.62% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 45 |
| 1-Month | 65 |
| 3-Month | 58 |
| 1-Year | 60 |
| 3-Year | 20 |
| 5-Year | 40 |
Load Adjusted Returns
| 1-Year | 10.67% |
| 3-Year | 4.85% |
| 5-Year | 4.62% |
| 10-Year | 4.69% |
Performance & Risk
| YTD Return | 10.10% |
| 5y Average Return | 4.97% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Barclays Asset Management Limited |
| Net Assets | 742.39M |
| YTD Return | 9.84% |
| Yield | 1.85% |
| Morningstar Rating | |
| Inception Date | Jul 31, 2006 |
Fund Summary
Fund Summary Information Not Available
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