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LSE - Delayed Quote GBP

Aviva Investors US Eq Inc 3 GBP Acc (0P0000YRLL.L)

3.7805
+0.0323
+(0.86%)
At close: April 25 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -7.79%
5y Average Return 10.97%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2025) 43.50%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 43.50%
Worst 3Y Total Return 4.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000YRLL.L
Category
YTD
-1.24%
0.00%
1-Month
-3.95%
0.00%
3-Month
-1.24%
0.00%
1-Year
9.43%
0.00%
3-Year
5.13%
0.00%
5-Year
13.23%
0.00%
10-Year
9.06%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000YRLL.L
Category
2025
--
--
2024
19.46%
--
2023
-3.34%
--
2022
6.50%
--
2021
23.67%
--
2020
-2.85%
--
2019
19.89%
--
2018
-1.74%
--

2017
0.14%
--
2016
43.50%
--
2015
1.81%
--
2014
18.95%
--
2013
31.87%
--
2012
3.48%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.24% -- -- --
2024 7.81% 0.18% 5.22% 5.12%
2023 -4.39% -2.51% -1.27% 5.03%
2022 4.51% -2.94% 4.00% 0.95%
2021 9.09% 3.94% 2.71% 6.19%
2020 -21.61% 14.19% 2.10% 6.28%
2019 8.18% 5.18% 6.85% -1.39%
2018 -8.35% 11.14% 6.76% -9.64%
2017 1.08% -4.23% -0.63% 4.11%
2016 9.41% 6.35% 8.84% 13.31%

2015 5.68% -9.00% -3.94% 10.20%
2014 -0.67% 2.71% 5.52% 10.50%
2013 22.30% 3.52% -1.50% 5.75%
2012 2.05% 1.07% 2.20% -1.83%
2011 10.69% -- -- --

Rank in Category (By Total Return)

YTD 48
1-Month 22
3-Month 48
1-Year 11
3-Year 73
5-Year 63

Load Adjusted Returns

1-Year 9.43%
3-Year 5.13%
5-Year 13.23%
10-Year 9.06%

Performance & Risk

YTD Return -7.79%
5y Average Return 10.97%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Aviva Investors UK Fund Services Limited
Net Assets --
YTD Return -1.24%
Yield 2.49%
Morningstar Rating
Inception Date Feb 29, 2012

Fund Summary

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