Schroder US Equity Income Maximiser Fund Z Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | ||
Price Return | -0.75 | 21.47 | 8.83 | 26.37 | -7.77 | 17.00 | 7.92 | |
+/- Category | 0.39 | 1.15 | 9.12 | -0.21 | -12.70 | 13.57 | 2.74 | |
+/- Category Index | 0.40 | 3.39 | 12.18 | - | -18.21 | 17.44 | 1.50 | |
% Rank in Category | 43 | 41 | 17 | 51 | 96 | 3 | 5 |
Trailing Returns (GBP) | 14/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.35 | -0.26 | -0.54 |
1 Week | 0.59 | -0.72 | -0.91 |
1 Month | 0.27 | -1.25 | -2.13 |
3 Months | 4.87 | -0.98 | -2.15 |
6 Months | 13.47 | -0.15 | -1.70 |
YTD | 9.96 | 1.68 | 0.62 |
1 Year | 23.50 | 5.16 | 5.74 |
3 Years Annualised | 11.93 | 1.27 | 1.90 |
5 Years Annualised | 12.59 | 1.29 | 2.56 |
10 Years Annualised | - | - | - |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.80 | - | - | - |
2023 | 3.13 | 5.87 | 1.64 | 5.43 |
2022 | -0.38 | -9.68 | 6.23 | -3.50 |
2021 | 5.27 | 6.42 | 5.41 | 7.01 |
2020 | -13.74 | 15.65 | 3.72 | 5.18 |
2019 | 8.56 | 6.43 | 4.26 | 0.83 |
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