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LSE - Delayed Quote GBP

IFSL Evenlode Income B Acc (0P0001BH5V.L)

4.2329
+0.0313
+(0.74%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.99%
5y Average Return 6.63%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 2, 2025) 27.18%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 27.18%
Worst 3Y Total Return 1.93%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001BH5V.L
Category
YTD
-1.27%
0.00%
1-Month
-4.70%
0.00%
3-Month
-1.27%
0.00%
1-Year
1.47%
0.00%
3-Year
4.45%
0.00%
5-Year
7.86%
0.00%
10-Year
7.25%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001BH5V.L
Category
2024
3.46%
--
2023
9.33%
--
2022
-2.81%
--
2021
17.66%
--
2020
-7.40%
--
2019
24.26%
--
2018
0.39%
--
2017
15.18%
--

2016
17.06%
--
2015
8.90%
--
2014
8.68%
--
2013
27.18%
--
2012
13.01%
--
2011
3.06%
--
2010
20.63%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.67% 0.72% 3.79% -1.68%
2023 4.59% 0.63% -1.51% 5.46%
2022 -4.74% -4.98% 1.47% 5.82%
2021 2.66% 5.70% 2.21% 6.09%
2020 -19.00% 12.02% -0.54% 2.61%
2019 9.07% 10.27% 1.73% 1.57%
2018 -3.58% 9.33% 1.55% -6.23%
2017 6.68% 2.84% 0.54% 4.42%
2016 3.83% 3.98% 9.25% -0.76%
2015 7.61% -2.93% -2.19% 6.58%

2014 2.21% 2.15% 0.63% 3.43%
2013 14.15% 1.85% 1.82% 7.45%
2012 5.42% -1.36% 6.38% 2.16%
2011 -0.99% 2.85% -5.35% 6.92%
2010 5.29% -3.21% 8.53% 9.06%

Rank in Category (By Total Return)

YTD 78
1-Month 95
3-Month 78
1-Year 85
3-Year 63
5-Year 82

Load Adjusted Returns

1-Year -3.60%
3-Year 2.68%
5-Year 6.76%
10-Year 6.70%

Performance & Risk

YTD Return -0.99%
5y Average Return 6.63%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Evenlode Investment Management Limited
Net Assets 2.81B
YTD Return -1.27%
Yield 2.98%
Morningstar Rating
Inception Date Sep 01, 2017

Fund Summary

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