L&G UK Equity UCITS ETF/ IE00BFXR5R48 /
| NAV2024-04-24 | Chg.-0.0052 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 13.6458GBP | -0.04% | reinvestment | Equity ETF Stocks | LGIM Managers (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | - | -4.15 | - |
| 2019 | 3.91 | 2.34 | 3.18 | 2.41 | -2.91 | 4.07 | 2.23 | -3.82 | 2.65 | -2.03 | 1.51 | 2.69 | +17.00% |
| 2020 | -3.52 | -8.79 | -13.44 | 3.44 | 3.09 | 1.56 | -4.60 | 1.61 | -1.58 | -5.05 | 13.53 | 3.62 | -12.09% |
| 2021 | -0.82 | 1.99 | 3.97 | 3.78 | 1.39 | 0.37 | 0.12 | 1.87 | -0.13 | 2.02 | -2.16 | 4.75 | +18.32% |
| 2022 | 1.02 | 0.49 | 1.74 | 0.77 | 1.10 | -5.31 | 3.60 | -1.31 | -5.22 | 2.95 | 7.16 | -1.35 | +5.10% |
| 2023 | 4.36 | 1.77 | -2.96 | 3.42 | -5.04 | 1.31 | 2.18 | -2.50 | 2.57 | -3.75 | 2.09 | 3.77 | +6.86% |
| 2024 | -1.29 | 0.35 | 4.81 | 1.55 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.49% | 9.37% | 10.40% | 12.89% | 17.08% |
| Sharpe ratio | 1.56 | 1.99 | 0.14 | 0.38 | 0.07 |
| Best month | +4.81% | +4.81% | +4.81% | +7.16% | +13.53% |
| Worst month | -1.29% | -3.75% | -5.04% | -5.31% | -13.44% |
| Maximum loss | -3.50% | -3.50% | -7.61% | -9.29% | -33.72% |
| Outperformance | +5.86% | - | +8.57% | - | - |
All quotes in GBP
Performance
| YTD | +5.44% | ||
|---|---|---|---|
| 6 Months | +10.67% | ||
| 1 Year | +5.29% | ||
| 3 Years | +28.55% | ||
| 5 Years | +27.77% | ||
| Since start | +35.91% | ||
| Year | |||
| 2023 | +6.86% | ||
| 2022 | +5.10% | ||
| 2021 | +18.32% | ||
| 2020 | -12.09% | ||
| 2019 | +17.00% | ||
