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CT UK Monthly Income Z Inc GBP (0P0000X3IS.L)

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132.94+0.61 (+0.46%)
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Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado7.69%
Retorno promedio a 5 años5.97%
Número de años al alza9
Número de años a la baja3
Mejor retorno total a 1 año (5 jun 2024)28.78%
Peor retorno total en 1 año (5 jun 2024)N/D
Mejor retorno total a 3 años28.78%
Peor retorno total en 3 años-0.87%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
Retorno0P0000X3IS.LCategoría
AIF4.12%0.00%
1 mes2.07%0.00%
3 meses5.89%0.00%
1 año6.58%0.00%
3 años6.07%0.00%
5 años4.64%0.00%
10 años4.79%0.00%
Último mercado alcista0.00%0.00%
Último mercado bajista0.00%0.00%

Historial del rendimiento total anual (%)

Año
0P0000X3IS.LCategoría
2024
N/DN/D
2023
8.28%N/D
2022
-1.31%N/D
2021
16.85%N/D
2020
-10.30%N/D
2019
20.96%N/D
2018
-10.22%N/D
2017
4.27%N/D
2016
7.58%N/D
2015
8.20%N/D
2014
6.84%N/D
2013
28.78%N/D
2012
11.56%N/D
2011
3.17%N/D
2010
16.11%N/D
2009
16.51%N/D
2008
-25.24%N/D
2007
6.73%N/D
2006
20.39%N/D
2005
20.82%N/D
2004
16.57%N/D
2003
15.74%N/D
2002
-18.53%N/D
2001
-6.73%N/D
2000
2.04%N/D
1999
12.56%N/D
1998
10.21%N/D
1997
28.32%N/D
1996
16.74%N/D
1995
21.09%N/D
1994
-13.21%N/D
1993
34.80%N/D
1992
17.83%N/D
1991
8.82%N/D
1990
-10.48%N/D
1989
34.54%N/D
1988
5.63%N/D
1987
15.52%N/D
1986
31.11%N/D
1985
26.02%N/D
1984
34.03%N/D
1983
40.05%N/D
1982
34.38%N/D
1981
19.00%N/D
1980
27.15%N/D
1979
4.59%N/D
1978
16.15%N/D
1977
56.26%N/D
1976
-3.63%N/D
1975
81.89%N/D
1974
-30.66%N/D
1973
N/DN/D

Retornos del último trimestre (%)

AñoT1T2T3T4
20242.00%N/DN/DN/D
20233.15%-0.93%1.95%3.93%
2022-0.73%-3.60%-6.42%10.21%
20216.17%4.28%2.34%3.12%
2020-24.90%8.77%-4.14%14.54%
20199.09%2.33%1.92%6.32%
2018-6.24%8.77%-0.59%-11.45%
20172.00%2.33%-1.15%1.06%
2016-1.29%-0.77%7.39%2.28%
20155.65%-1.22%-2.52%6.35%
20140.56%2.08%0.55%3.52%
201311.44%1.18%6.70%7.03%
20125.05%-0.45%4.81%1.78%
20112.07%3.46%-8.96%7.30%
20105.92%-7.49%11.04%6.71%
2009-11.89%7.72%18.78%3.35%
2008-10.13%-2.11%-9.85%-5.74%
20073.00%1.85%-0.73%2.48%
20068.81%-2.87%5.17%8.31%
20052.65%5.64%6.16%4.95%
20042.29%2.42%2.89%8.14%
2003-6.52%11.69%3.73%6.87%
20024.05%-8.66%-16.30%2.41%
2001-5.80%4.37%-13.05%9.11%
2000-3.30%1.62%1.64%2.16%
19995.15%3.47%-5.71%9.72%
199814.54%-1.35%-11.86%10.67%
19974.23%5.61%16.13%0.38%
19962.38%2.41%6.41%4.64%
19953.84%5.44%6.99%3.37%
1994-6.81%-8.72%3.09%-1.04%
19938.54%4.08%7.38%11.11%
1992-1.58%6.09%-2.53%15.78%
199119.48%-4.92%9.11%-12.21%
1990-4.15%4.19%-16.75%7.68%
198916.30%1.60%8.68%4.76%
19881.13%6.22%0.30%-1.96%
198719.02%14.62%7.48%-21.21%
198622.41%3.29%-3.25%7.18%
19855.54%1.40%6.91%10.14%
198414.20%-3.48%10.62%9.91%
198311.91%12.29%1.76%9.52%
198210.45%3.94%9.84%6.57%
198111.60%5.42%-9.44%11.69%
19807.52%9.04%8.89%-0.40%
197917.09%-5.08%2.61%-8.29%
19787.32%0.63%11.12%-3.22%
197721.34%8.96%17.79%0.33%
19765.66%-4.16%-8.01%3.44%
197543.36%3.12%10.99%10.85%
1974-4.35%-12.84%-15.05%-2.09%
1973-6.52%-14.92%N/DN/D

Rango en categoría (por retorno total)

AIF67
1 mes63
3 meses57
1 año59
3 años49
5 años48

Retornos ajustados por comisiones

1 año3.38%
3 años4.99%
5 años4.00%
10 años4.47%