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LSE - Delayed Quote GBP

Invesco US Equity UK (No Trail) Acc (0P0000M4OT.L)

5.83
-0.02
(-0.38%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -10.13%
5y Average Return 12.50%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (May 2, 2025) 38.06%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 38.06%
Worst 3Y Total Return 4.83%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000M4OT.L
Category
YTD
-9.46%
0.00%
1-Month
-9.20%
0.00%
3-Month
-9.46%
0.00%
1-Year
1.02%
0.00%
3-Year
6.42%
0.00%
5-Year
14.35%
0.00%
10-Year
9.39%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000M4OT.L
Category
2024
26.00%
--
2023
15.68%
--
2022
-10.74%
--
2021
30.00%
--
2020
6.31%
--
2019
23.58%
--
2018
-10.44%
--
2017
4.10%
--

2016
38.06%
--
2015
0.62%
--
2014
16.47%
--
2013
32.16%
--
2012
7.16%
--
2011
-1.50%
--
2010
15.24%
--
2009
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.93% 3.92% -2.11% 9.69%
2023 2.78% 7.13% -1.18% 6.32%
2022 -2.28% -11.17% 5.27% -2.33%
2021 7.42% 6.91% 4.30% 8.53%
2020 -16.73% 16.06% 5.43% 4.34%
2019 10.91% 4.58% 1.48% 4.99%
2018 -7.80% 12.72% 5.71% -18.48%
2017 1.38% -2.92% 2.30% 3.40%
2016 3.41% 5.47% 12.34% 12.67%
2015 6.22% -5.86% -9.41% 11.08%

2014 1.91% 1.17% 8.22% 4.39%
2013 19.27% 3.80% 1.51% 5.16%
2012 7.46% -4.89% 7.14% -2.14%
2011 1.01% -3.17% -8.53% 10.10%
2010 11.96% -10.97% 3.74% 11.45%
2009 16.79% 5.43% -- --

Rank in Category (By Total Return)

YTD 83
1-Month 90
3-Month 83
1-Year 70
3-Year 74
5-Year 73

Load Adjusted Returns

1-Year 0.06%
3-Year 6.08%
5-Year 14.13%
10-Year 9.28%

Performance & Risk

YTD Return -10.13%
5y Average Return 12.50%
Rank in Category (ytd) 83
% 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 -9.46%
Yield 0.20%
Morningstar Rating
Inception Date Jun 12, 2009

Fund Summary

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