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Aegon UK Smaller Companies Fund GBP A Acc (0P000062TH.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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466.61+3.31 (+0.71%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return rating★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up8
Number of years down6
Best 1-yr total return (Invalid Date)45.07%
Worst 1-yr total return (Invalid Date)-28.16%
Best 3-yr total return45.07%
Worst 3-yr total return0.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000062TH.LCategory
YTD13.68%7.62%
1-month2.36%2.07%
3-month14.83%7.62%
1-year38.94%18.60%
3-year7.98%8.31%
5-year11.07%14.76%
10-year10.34%8.36%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000062TH.LCategory
2021
N/AN/A
2020
2.92%N/A
2019
34.81%N/A
2018
-16.75%N/A
2017
29.29%N/A
2016
-3.59%N/A
2015
22.84%15.62%
2014
-3.37%-1.25%
2013
39.89%39.58%
2012
19.86%24.62%
2011
-14.34%-8.49%
2010
35.87%32.08%
2009
45.07%48.71%
2008
-28.16%-39.48%
2007
-3.71%-6.85%
2006
N/A24.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.84%N/AN/AN/A
2020-27.92%15.32%3.70%19.40%
201912.47%6.00%-2.46%15.93%
2018-2.73%8.92%-2.38%-19.50%
20178.03%5.03%8.44%5.08%
2016-4.80%-10.26%13.77%-0.81%
20157.38%6.45%2.17%5.18%
20144.24%-9.53%-1.87%4.42%
201314.80%3.21%8.12%9.19%
201212.97%-5.71%7.74%4.44%
20110.57%3.36%-17.41%-0.22%
20108.56%-4.50%15.34%13.62%
20090.13%14.51%25.89%0.49%
2008-1.80%-1.38%-14.38%-13.36%
20074.13%2.41%-4.41%-5.53%
20063.96%14.65%N/AN/A

Rank in category (by total return)

YTD88
1-month40
3-month47
1-year88
3-year73
5-year81

Load adjusted returns

1-year35.46%
3-year7.08%
5-year10.50%
10-year10.06%