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L&G Mixed Investment Income 20-60% D Inc (0P00016L2G.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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51.56
-0.07
(-0.14%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
3.03%
5-year average return
2.07%
Number of years up
5
Number of years down
3
Best 1-yr total return (26 Jun 2024)
14.92%
Worst 1-yr total return (26 Jun 2024)
N/A
Best 3-yr total return
14.92%
Worst 3-yr total return
-1.24%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P00016L2G.L
Category
YTD
2.33%
0.00%
1-month
1.19%
0.00%
3-month
2.78%
0.00%
1-year
9.98%
0.00%
3-year
1.25%
0.00%
5-year
2.62%
0.00%
10-year
0.00%
0.00%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P00016L2G.L
Category
2024
N/A
N/A
2023
8.07%
N/A
2022
-9.05%
N/A
2021
6.85%
N/A
2020
-0.87%
N/A
2019
13.51%
N/A
2018
-5.69%
N/A
2017
6.30%
N/A
2016
14.92%
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
1.82%
N/A
N/A
N/A
2023
1.44%
-0.62%
0.32%
6.85%
2022
-3.20%
-7.91%
-3.25%
5.46%
2021
0.96%
3.43%
0.60%
1.71%
2020
-16.30%
10.78%
-0.07%
6.99%
2019
6.30%
3.51%
1.79%
1.34%
2018
-3.89%
2.76%
0.22%
-4.71%
2017
3.32%
0.70%
0.66%
1.50%
2016
3.14%
4.71%
5.99%
0.39%
Rank in category (by total return)
YTD
65
1-month
30
3-month
25
1-year
29
3-year
44
5-year
69
Load adjusted returns
1-year
9.98%
3-year
1.25%
5-year
2.62%
10-year
N/A
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