LSE - Delayed Quote GBP
Royal London Sustainable Mgd Gr C Acc (0P0000XYWS.L)
1.8160
-0.0030
(-0.16%)
At close: May 6 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.17% |
| 5y Average Return | 2.57% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 6, 2025) | 12.99% |
| Worst 1Y Total Return (May 6, 2025) | -- |
| Best 3Y Total Return | 12.99% |
| Worst 3Y Total Return | -1.50% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000XYWS.L
Category
- YTD
- 0.50%
- 0.00%
- 1-Month
- -1.69%
- 0.00%
- 3-Month
- 0.50%
- 0.00%
- 1-Year
- 2.97%
- 0.00%
- 3-Year
- 1.45%
- 0.00%
- 5-Year
- 3.47%
- 0.00%
- 10-Year
- 4.09%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000XYWS.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.64% | 0.40% | 1.71% | 0.34% |
| 2023 | 3.33% | -1.08% | 1.34% | 7.70% |
| 2022 | -6.75% | -9.61% | -7.62% | 6.03% |
| 2021 | -2.77% | 4.13% | 0.95% | 2.43% |
| 2020 | -5.00% | 9.27% | 2.35% | 4.06% |
| 2019 | 4.94% | 3.70% | 2.98% | 0.82% |
| 2018 | -1.96% | 2.42% | 0.76% | -2.21% |
| 2017 | 3.94% | 1.75% | 0.29% | 2.29% |
| 2016 | 1.09% | 3.66% | 6.61% | -1.11% |
| 2015 | 4.55% | -3.49% | 0.01% | 2.48% |
| 2014 | 1.39% | 2.12% | 1.90% | 4.05% |
| 2013 | 4.48% | -1.82% | 2.34% | 2.75% |
Rank in Category (By Total Return)
| YTD | 43 |
| 1-Month | 65 |
| 3-Month | 43 |
| 1-Year | 66 |
| 3-Year | 48 |
| 5-Year | 41 |
Load Adjusted Returns
| 1-Year | 2.97% |
| 3-Year | 1.45% |
| 5-Year | 3.47% |
| 10-Year | 4.09% |
Performance & Risk
| YTD Return | 1.17% |
| 5y Average Return | 2.57% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.34 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | RLUM Limited |
| Net Assets | 712.58M |
| YTD Return | 0.50% |
| Yield | 3.63% |
| Morningstar Rating | |
| Inception Date | Dec 04, 2012 |
Fund Summary
Fund Summary Information Not Available
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