LSE - Delayed Quote GBP
Royal London Sustainable Div B Inc (0P0001CZF5.L)
1.9920
+0.0120
+(0.61%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.73% |
| 5y Average Return | 4.92% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 21.93% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 21.93% |
| Worst 3Y Total Return | 0.10% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001CZF5.L
Category
- YTD
- -1.39%
- 0.00%
- 1-Month
- -3.68%
- 0.00%
- 3-Month
- -1.39%
- 0.00%
- 1-Year
- 0.59%
- 0.00%
- 3-Year
- 2.20%
- 0.00%
- 5-Year
- 6.19%
- 0.00%
- 10-Year
- 5.83%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001CZF5.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.24% | 0.59% | 0.77% | 0.64% |
| 2023 | 4.11% | 0.86% | 0.04% | 7.66% |
| 2022 | -7.34% | -11.56% | -3.69% | 5.67% |
| 2021 | -2.39% | 6.53% | 2.54% | 4.67% |
| 2020 | -7.50% | 13.82% | 3.16% | 4.17% |
| 2019 | 7.58% | 7.11% | 3.68% | 2.05% |
| 2018 | -3.14% | 5.57% | 1.47% | -6.41% |
| 2017 | 5.15% | 1.66% | 0.28% | 3.99% |
| 2016 | -0.25% | 3.49% | 7.55% | -1.42% |
| 2015 | 5.02% | -4.29% | -1.86% | 3.97% |
| 2014 | -0.45% | 1.54% | 1.42% | 3.25% |
| 2013 | 6.68% | -1.31% | 2.47% | 3.16% |
Rank in Category (By Total Return)
| YTD | 82 |
| 1-Month | 94 |
| 3-Month | 82 |
| 1-Year | 94 |
| 3-Year | 51 |
| 5-Year | 40 |
Load Adjusted Returns
| 1-Year | 0.59% |
| 3-Year | 2.20% |
| 5-Year | 6.19% |
| 10-Year | 5.83% |
Performance & Risk
| YTD Return | -0.73% |
| 5y Average Return | 4.92% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.36 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | RLUM Limited |
| Net Assets | 3.48B |
| YTD Return | -1.39% |
| Yield | 1.46% |
| Morningstar Rating | |
| Inception Date | Dec 04, 2012 |
Fund Summary
Fund Summary Information Not Available
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