Schroder Income Fund Z Accumulation GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 9.33 | -0.96 | 8.24 | -15.68 | 29.46 | 1.40 | 11.29 | 0.93 |
+/- Category | -1.41 | 9.60 | -10.70 | -3.12 | 11.65 | 4.84 | 4.54 | -1.44 |
+/- Category Index | - | - | - | - | - | - | 3.67 | -2.50 |
% Rank in Category | 63 | 3 | 95 | 82 | 3 | 30 | 7 | 82 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.31 | -0.39 | -0.76 |
1 Week | -1.77 | -0.67 | -1.07 |
1 Month | 1.91 | 0.42 | -0.27 |
3 Months | 3.81 | -1.20 | -2.54 |
6 Months | 6.31 | -1.69 | -0.12 |
YTD | -0.85 | -2.23 | -3.43 |
1 Year | 2.15 | -1.25 | -1.29 |
3 Years Annualised | 7.83 | 3.79 | 1.55 |
5 Years Annualised | 4.08 | 0.53 | -0.09 |
10 Years Annualised | 6.13 | 1.38 | 0.71 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.93 | - | - | - |
2023 | 4.91 | -4.27 | 5.67 | 4.87 |
2022 | 5.07 | -6.82 | -8.57 | 13.28 |
2021 | 12.76 | 2.96 | 4.29 | 6.92 |
2020 | -31.76 | 8.56 | -8.78 | 24.78 |
2019 | 5.25 | -1.57 | -1.26 | 5.82 |
|
Advertisement |