Schroder Income Maximiser Z Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 8.37 | -1.81 | 9.35 | -17.02 | 26.90 | 1.73 | 11.90 | 0.96 |
+/- Category | -2.37 | 8.75 | -9.60 | -4.47 | 9.09 | 5.17 | 5.14 | -1.40 |
+/- Category Index | - | - | - | - | - | - | 4.27 | -2.47 |
% Rank in Category | 71 | 5 | 92 | 86 | 5 | 27 | 6 | 81 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.46 | 0.40 | 0.02 |
1 Week | -0.73 | 0.85 | -0.04 |
1 Month | 1.51 | 0.29 | -0.67 |
3 Months | 3.29 | -2.16 | -3.07 |
6 Months | 5.59 | -1.79 | -0.85 |
YTD | -0.54 | -1.84 | -3.12 |
1 Year | 3.05 | -0.20 | -0.40 |
3 Years Annualised | 8.02 | 4.01 | 1.74 |
5 Years Annualised | 3.84 | 0.32 | -0.33 |
10 Years Annualised | 5.29 | 0.55 | -0.13 |
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 | 0.96 | - | - | - |
2023 | 4.51 | -3.42 | 5.69 | 4.90 |
2022 | 4.20 | -6.45 | -7.96 | 13.40 |
2021 | 11.50 | 3.26 | 3.63 | 6.36 |
2020 | -30.11 | 7.71 | -7.37 | 19.00 |
2019 | 5.38 | -1.22 | -0.98 | 6.08 |
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