Schroder US Smaller Companies Fund Z Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 4.74 | -6.12 | 28.05 | 4.42 | 24.24 | -6.34 | 3.82 | 0.99 |
+/- Category | -2.44 | -1.44 | 6.82 | -19.10 | 5.39 | 6.42 | -6.68 | -0.67 |
+/- Category Index | - | - | - | - | 7.07 | 3.15 | -8.33 | 1.28 |
% Rank in Category | 55 | 56 | 12 | 90 | 32 | 23 | 95 | 49 |
Trailing Returns (GBP) | 14/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.42 | -0.54 | -1.36 |
1 Week | 0.32 | -0.37 | -0.97 |
1 Month | 1.94 | 0.28 | -1.46 |
3 Months | 5.28 | 0.72 | 1.01 |
6 Months | 18.14 | 0.73 | 2.18 |
YTD | 3.95 | -1.66 | -1.03 |
1 Year | 12.20 | -7.79 | -9.35 |
3 Years Annualised | 4.08 | -0.35 | 0.57 |
5 Years Annualised | 8.21 | -1.53 | -0.17 |
10 Years Annualised | 11.24 | -0.54 | 0.47 |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Small Extended NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.88 | - | - | - |
2023 | -0.97 | 0.75 | -3.20 | 7.49 |
2022 | -3.09 | -7.92 | 4.48 | 0.46 |
2021 | 12.57 | 1.95 | 3.40 | 4.69 |
2020 | -28.22 | 21.11 | 0.95 | 18.98 |
2019 | 10.74 | 8.55 | 4.33 | 2.11 |
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