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State Street AUT UK Screened (ex Controversies and CW) Index Equity (0P00007Z92.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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322.84-0.98 (-0.30%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.52%
5-year average return4.41%
Number of years up13
Number of years down5
Best 1-yr total return (1 May 2024)29.37%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return29.37%
Worst 3-yr total return-1.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00007Z92.LCategory
YTD3.87%0.00%
1-month4.46%0.00%
3-month3.87%0.00%
1-year7.63%0.00%
3-year7.09%0.00%
5-year4.55%0.00%
10-year5.33%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00007Z92.LCategory
2024
N/AN/A
2023
7.10%N/A
2022
-1.57%N/A
2021
16.78%N/A
2020
-10.16%N/A
2019
18.91%N/A
2018
-9.60%N/A
2017
12.91%N/A
2016
16.77%N/A
2015
1.08%N/A
2014
1.66%N/A
2013
20.84%N/A
2012
11.86%N/A
2011
-3.84%N/A
2010
13.79%N/A
2009
29.37%N/A
2008
-30.19%N/A
2007
4.99%N/A
2006
16.48%N/A
2005
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.87%N/AN/AN/A
20233.35%-1.26%1.41%3.49%
2022-0.98%-5.17%-3.36%8.46%
20214.12%5.83%2.41%3.49%
2020-25.14%10.20%-2.96%12.22%
20199.36%3.21%1.23%4.07%
2018-6.94%9.21%-0.84%-10.29%
20173.97%1.36%2.11%4.92%
2016-0.24%4.68%7.71%3.82%
20154.63%-1.63%-5.55%3.98%
2014-0.51%2.25%-0.80%0.74%
201310.27%-1.71%5.76%5.42%
20126.05%-2.78%4.71%3.61%
20110.87%1.75%-13.47%8.27%
20106.24%-11.94%13.45%7.20%
2009-9.28%10.82%22.15%5.34%
2008-9.99%-1.61%-12.24%-10.18%
20072.86%4.54%-1.85%-0.53%
20068.02%-1.90%3.64%6.06%
20058.02%4.19%N/AN/A

Rank in category (by total return)

YTD32
1-month49
3-month32
1-year62
3-year61
5-year69

Load adjusted returns

1-year7.63%
3-year7.09%
5-year4.55%
10-year5.33%