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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.03%
5-year average return2.07%
Number of years up5
Number of years down3
Best 1-yr total return (26 Jun 2024)14.92%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return14.92%
Worst 3-yr total return-1.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016L2G.LCategory
YTD2.33%0.00%
1-month1.19%0.00%
3-month2.78%0.00%
1-year9.98%0.00%
3-year1.25%0.00%
5-year2.62%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016L2G.LCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20241.82%N/AN/AN/A
20231.44%-0.62%0.32%6.85%
2022-3.20%-7.91%-3.25%5.46%
20210.96%3.43%0.60%1.71%
2020-16.30%10.78%-0.07%6.99%
20196.30%3.51%1.79%1.34%
2018-3.89%2.76%0.22%-4.71%
20173.32%0.70%0.66%1.50%
20163.14%4.71%5.99%0.39%

Rank in category (by total return)

YTD65
1-month30
3-month25
1-year29
3-year44
5-year69

Load adjusted returns

1-year9.98%
3-year1.25%
5-year2.62%
10-yearN/A