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Aegon UK Smaller Companies GBP B Acc (0P0000I49R.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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412.61+0.18 (+0.04%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.76%
5-year average return1.40%
Number of years up10
Number of years down7
Best 1-yr total return (1 Jul 2024)45.81%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return45.81%
Worst 3-yr total return-5.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000I49R.LCategory
YTD8.70%0.00%
1-month6.96%0.00%
3-month11.09%0.00%
1-year17.45%0.00%
3-year-6.84%0.00%
5-year1.61%0.00%
10-year5.43%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000I49R.LCategory
2024
N/AN/A
2023
5.35%N/A
2022
-33.44%N/A
2021
20.94%N/A
2020
3.69%N/A
2019
35.83%N/A
2018
-16.12%N/A
2017
30.26%N/A
2016
-2.87%N/A
2015
23.80%N/A
2014
-2.55%N/A
2013
41.04%N/A
2012
20.54%N/A
2011
-13.65%N/A
2010
36.62%N/A
2009
45.81%N/A
2008
-27.81%N/A
2007
-3.56%N/A
2006
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.18%N/AN/AN/A
2023-3.08%-1.98%-1.20%12.25%
2022-17.64%-17.67%-9.28%8.22%
20214.04%9.29%7.62%-1.16%
2020-27.78%15.53%3.90%19.63%
201912.67%6.20%-2.27%16.15%
2018-2.55%9.12%-2.20%-19.34%
20178.24%5.22%8.64%5.27%
2016-4.63%-10.09%13.99%-0.62%
20157.58%6.65%2.41%5.37%
20144.43%-9.36%-1.60%4.62%
201315.00%3.41%8.41%9.40%
201213.11%-5.59%7.93%4.58%
20110.69%3.54%-17.04%-0.18%
20108.68%-4.37%15.55%13.77%
20090.26%14.66%26.05%0.62%
2008-1.67%-1.26%-14.28%-13.25%
20074.25%2.55%-4.29%-5.75%
20064.07%14.80%N/AN/A

Rank in category (by total return)

YTD79
1-month34
3-month79
1-year24
3-year72
5-year85

Load adjusted returns

1-year17.45%
3-year-6.84%
5-year1.61%
10-year5.43%