LSE - Delayed Quote GBP

Barclays Multi-Asset Bal Inc R Dis GBP (0P0000VRH4.L)

1.1860
+0.0040
+(0.34%)
As of January 20 at 8:00:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.72%
5y Average Return 2.57%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Jan 17, 2025) 15.08%
Worst 1Y Total Return (Jan 17, 2025) --
Best 3Y Total Return 15.08%
Worst 3Y Total Return -0.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000VRH4.L
Category
YTD
6.71%
0.00%
1-Month
-1.19%
0.00%
3-Month
-0.63%
0.00%
1-Year
6.71%
0.00%
3-Year
1.75%
0.00%
5-Year
2.50%
0.00%
10-Year
3.50%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000VRH4.L
Category
2024
6.71%
--
2023
6.57%
--
2022
-7.36%
--
2021
6.21%
--
2020
1.09%
--
2019
13.53%
--
2018
-8.48%
--
2017
11.77%
--

2016
8.66%
--
2015
-1.16%
--
2014
3.00%
--
2013
4.51%
--
2012
15.08%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.33% 1.30% 2.59% -0.63%
2023 1.63% 0.22% 0.09% 4.53%
2022 -2.59% -5.99% -2.26% 3.50%
2021 2.02% 3.50% -0.29% 0.88%
2020 -16.90% 12.35% 0.72% 7.51%
2019 5.98% 3.37% 1.79% 1.81%
2018 -1.83% -0.51% 0.74% -6.98%
2017 4.94% 2.23% 2.04% 2.11%
2016 1.34% 2.25% 4.78% 0.08%
2015 2.54% -0.96% -3.74% 1.11%

2014 1.80% 2.66% -1.09% -0.36%
2013 2.53% -3.10% 3.58% 1.56%
2012 5.59% 0.13% 5.06% 3.61%

Rank in Category (By Total Return)

YTD 14
1-Month 73
3-Month 67
1-Year 14
3-Year 10
5-Year 16

Load Adjusted Returns

1-Year 4.57%
3-Year 1.07%
5-Year 2.08%
10-Year 3.29%

Performance & Risk

YTD Return 1.72%
5y Average Return 2.57%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Barclays Asset Management Limited
Net Assets 35.21M
YTD Return 6.71%
Yield 3.43%
Morningstar Rating
Inception Date Nov 25, 2011

Fund Summary

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