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Invesco Global Fincl Cptl UK (No Tr) Inc (0P0000UVUY.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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169.03+0.45 (+0.27%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.47%
5-year average return7.82%
Number of years up8
Number of years down3
Best 1-yr total return (3 Jul 2024)19.87%
Worst 1-yr total return (3 Jul 2024)N/A
Best 3-yr total return19.87%
Worst 3-yr total return-0.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000UVUY.LCategory
YTD1.72%0.00%
1-month-1.49%0.00%
3-month0.82%0.00%
1-year15.15%0.00%
3-year6.89%0.00%
5-year8.23%0.00%
10-year5.80%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000UVUY.LCategory
2024
N/AN/A
2023
18.47%N/A
2022
-4.16%N/A
2021
19.87%N/A
2020
-3.98%N/A
2019
15.77%N/A
2018
-10.21%N/A
2017
15.13%N/A
2016
4.00%N/A
2015
4.52%N/A
2014
6.75%N/A
2013
17.39%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.01%N/AN/AN/A
20230.92%5.19%3.50%7.82%
2022-3.89%-5.65%-4.93%11.18%
20216.59%5.61%3.79%2.59%
2020-24.32%13.29%0.99%10.90%
20194.72%0.81%2.29%7.21%
2018-0.38%-3.28%0.44%-7.22%
20173.65%6.31%2.34%2.08%
2016-4.75%-4.57%3.64%10.40%
20153.50%-0.03%-1.51%2.57%
20142.85%2.41%-0.37%1.72%
20135.79%-0.35%6.45%4.61%
2012-3.93%12.68%10.33%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year15.15%
3-year6.89%
5-year8.23%
10-year5.80%