LSE - Delayed Quote GBP
Aviva Investors Mlt-Strat Trgt Ret 1£Acc (0P00013MDC.L)
1.3472
+0.0006
+(0.04%)
At close: January 22 at 12:00:00 AM GMT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.82% |
| 5y Average Return | 3.82% |
| Number of Years Up | 8 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jan 22, 2025) | 9.71% |
| Worst 1Y Total Return (Jan 22, 2025) | -- |
| Best 3Y Total Return | 9.71% |
| Worst 3Y Total Return | -2.64% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00013MDC.L
Category
- YTD
- 3.53%
- 0.00%
- 1-Month
- -0.85%
- 0.00%
- 3-Month
- -1.13%
- 0.00%
- 1-Year
- 3.53%
- 0.00%
- 3-Year
- 4.78%
- 0.00%
- 5-Year
- 3.89%
- 0.00%
- 10-Year
- 2.48%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00013MDC.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.14% | 1.06% | 0.47% | -1.13% |
| 2023 | -1.55% | -0.40% | 1.51% | 6.10% |
| 2022 | 1.49% | -3.17% | 2.00% | 4.96% |
| 2021 | -0.74% | 0.90% | -0.09% | 1.73% |
| 2020 | -3.90% | 1.82% | 0.49% | 5.10% |
| 2019 | 4.51% | 1.63% | 1.64% | 1.63% |
| 2018 | 0.03% | -0.35% | -0.49% | -5.56% |
| 2017 | -1.41% | 0.44% | -0.76% | -0.61% |
| 2016 | -1.84% | 0.21% | 0.02% | 2.52% |
| 2015 | 4.53% | -1.40% | 0.65% | 0.57% |
| 2014 | 2.58% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 69 |
| 1-Month | 66 |
| 3-Month | 78 |
| 1-Year | 69 |
| 3-Year | 46 |
| 5-Year | 45 |
Load Adjusted Returns
| 1-Year | 3.53% |
| 3-Year | 4.78% |
| 5-Year | 3.89% |
| 10-Year | 2.48% |
Performance & Risk
| YTD Return | 0.82% |
| 5y Average Return | 3.82% |
| Rank in Category (ytd) | 69 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.24 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Aviva Investors UK Fund Services Limited |
| Net Assets | 2.64B |
| YTD Return | 3.53% |
| Yield | 2.53% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2015 |
Fund Summary
null
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