Schroder Income Fund Z Accumulation GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 9.33 | -0.96 | 8.24 | -15.68 | 29.46 | 1.40 | 11.29 | 6.12 |
+/- Category | -1.41 | 9.60 | -10.70 | -3.12 | 11.65 | 4.84 | 4.54 | -0.44 |
+/- Category Index | - | - | - | - | - | - | 3.67 | -1.17 |
% Rank in Category | 63 | 3 | 95 | 82 | 3 | 30 | 7 | 67 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.36 | -0.27 | 0.42 |
1 Week | 0.29 | -0.45 | 0.18 |
1 Month | 3.72 | 0.33 | 2.65 |
3 Months | 7.72 | 1.74 | 3.45 |
6 Months | 10.98 | -0.03 | 0.94 |
YTD | 8.06 | -0.87 | -0.08 |
1 Year | 18.32 | 1.88 | 3.37 |
3 Years Annualised | 11.04 | 5.02 | 3.18 |
5 Years Annualised | 6.55 | 1.56 | 1.57 |
10 Years Annualised | 6.75 | 1.45 | 0.93 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.93 | 5.14 | - | - |
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 |
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