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LSE - Delayed Quote GBP

UWS Invesco Sterling Bond S4 (0P0000KAX0.L)

27.89
+0.00
+(0.00%)
At close: May 1 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 1.86%
5y Average Return 2.09%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (May 1, 2025) 19.41%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 19.41%
Worst 3Y Total Return -1.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000KAX0.L
Category
YTD
1.56%
0.00%
1-Month
0.53%
0.00%
3-Month
0.66%
0.00%
1-Year
5.71%
0.00%
3-Year
1.85%
0.00%
5-Year
1.78%
0.00%
10-Year
3.18%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000KAX0.L
Category
2024
2.30%
--
2023
11.32%
--
2022
-10.87%
--
2021
-0.86%
--
2020
8.60%
--
2019
8.67%
--
2018
-1.29%
--
2017
5.95%
--

2016
7.44%
--
2015
2.45%
--
2014
6.95%
--
2013
5.66%
--
2012
19.41%
--
2011
2.62%
--
2010
9.63%
--
2009
34.17%
--
2008
-9.08%
--
2007
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.62% 0.00% 2.34% -0.66%
2023 1.98% -1.97% 1.59% 9.62%
2022 -3.70% -7.56% -8.14% 9.00%
2021 -1.75% 1.37% -0.07% -0.39%
2020 -2.85% 6.26% 1.97% 3.16%
2019 3.53% 2.45% 1.56% 0.89%
2018 -0.65% -0.14% 0.36% -0.86%
2017 1.78% 1.91% 0.77% 1.36%
2016 1.53% 2.55% 4.17% -0.94%
2015 2.16% -1.46% 0.62% 1.14%

2014 2.49% 1.64% 0.99% 1.66%
2013 2.57% -1.02% 2.56% 1.48%
2012 6.80% 0.32% 6.95% 4.21%
2011 3.15% 1.75% -4.89% 2.80%
2010 6.08% -1.00% 6.98% -2.41%
2009 -2.70% 18.04% 14.22% 2.29%
2008 -2.48% 1.39% -5.85% -2.33%
2007 2.11% 1.43% -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 5.71%
3-Year 1.85%
5-Year 1.78%
10-Year 3.18%

Performance & Risk

YTD Return 1.86%
5y Average Return 2.09%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Utmost Wealth Solutions
Net Assets 1.85M
YTD Return 1.56%
Yield 0.00%
Morningstar Rating --
Inception Date May 16, 2007

Fund Summary

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