LSE - Delayed Quote GBp
CT UK Capital and Income Ord (CTUK.L)
339.20
+2.70
+(0.80%)
As of 10:40:54 AM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.25% |
| 5y Average Return | 8.32% |
| Number of Years Up | 23 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Jun 6, 2025) | 28.13% |
| Worst 1Y Total Return (Jun 6, 2025) | -- |
| Best 3Y Total Return | 28.13% |
| Worst 3Y Total Return | -1.40% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CTUK.L
Category
- YTD
- 3.35%
- 0.00%
- 1-Month
- 0.73%
- 0.00%
- 3-Month
- -2.25%
- 0.00%
- 1-Year
- 3.03%
- 0.00%
- 3-Year
- 5.61%
- 0.00%
- 5-Year
- 9.96%
- 0.00%
- 10-Year
- 6.21%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
CTUK.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.60% | -- | -- | -- |
| 2024 | 5.74% | 1.02% | 2.86% | -3.59% |
| 2023 | 2.87% | -0.90% | 0.90% | 8.42% |
| 2022 | -5.86% | -5.20% | -7.64% | 9.67% |
| 2021 | 4.22% | 6.91% | 3.01% | 4.55% |
| 2020 | -32.74% | 12.21% | -3.37% | 21.19% |
| 2019 | 12.14% | 3.87% | 1.96% | 7.89% |
| 2018 | -5.26% | 7.88% | -1.90% | -11.31% |
| 2017 | 6.75% | 3.27% | 2.50% | 5.35% |
| 2016 | 0.36% | 0.21% | 10.87% | 3.45% |
| 2015 | 4.63% | 0.16% | -2.93% | 4.87% |
| 2014 | -2.24% | 0.49% | -0.74% | 1.65% |
| 2013 | 10.91% | -1.97% | 4.60% | 6.60% |
| 2012 | 8.07% | -2.89% | 5.49% | 3.63% |
| 2011 | 1.39% | 3.32% | -12.58% | 7.33% |
| 2010 | 4.89% | -12.36% | 13.75% | 6.01% |
| 2009 | -12.00% | 9.89% | 22.45% | 4.67% |
| 2008 | -10.76% | -2.58% | -9.31% | -11.09% |
| 2007 | 2.93% | 2.55% | -3.22% | 1.01% |
| 2006 | 10.49% | -2.18% | 4.93% | 4.46% |
| 2005 | 3.51% | 5.69% | 6.51% | 2.84% |
| 2004 | -0.40% | 2.14% | 1.59% | 8.75% |
| 2003 | -8.54% | 17.46% | 2.54% | 12.24% |
| 2002 | 4.41% | -8.66% | -20.61% | 5.67% |
| 2001 | -6.22% | 4.14% | -14.17% | 8.99% |
| 2000 | -4.54% | 4.48% | -1.33% | 4.01% |
| 1999 | 7.22% | 4.67% | -5.00% | 12.14% |
| 1998 | 14.17% | 1.41% | -17.51% | 13.61% |
| 1997 | 5.76% | 3.27% | 12.37% | -0.40% |
| 1996 | 2.46% | 0.83% | 3.27% | 3.30% |
| 1995 | 1.75% | 4.43% | 4.35% | 5.55% |
| 1994 | -6.50% | -5.91% | 3.90% | 2.70% |
| 1993 | 2.09% | 2.78% | 7.17% | 13.32% |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 23 |
| 3-Month | 72 |
| 1-Year | 87 |
| 3-Year | 71 |
| 5-Year | 54 |
Load Adjusted Returns
| 1-Year | 3.03% |
| 3-Year | 5.61% |
| 5-Year | 9.96% |
| 10-Year | 6.21% |
Performance & Risk
| YTD Return | 7.25% |
| 5y Average Return | 8.32% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Columbia Threadneedle Investment Business Limited |
| Net Assets | 326.71M |
| YTD Return | 3.35% |
| Yield | 3.80% |
| Morningstar Rating | |
| Inception Date | Oct 29, 1992 |
Fund Summary
Fund Summary Information Not Available
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