Schroder Income Fund Z Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 9.32 | -0.96 | 8.27 | -15.69 | 29.47 | 1.43 | 11.25 | 11.61 |
+/- Category | -1.41 | 9.60 | -10.68 | -3.14 | 11.66 | 4.87 | 4.49 | 0.55 |
+/- Category Index | - | - | - | - | - | - | 3.63 | 0.90 |
% Rank in Category | 63 | 3 | 95 | 82 | 3 | 30 | 8 | 47 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.04 | 1.08 | 0.33 |
1 Week | 2.11 | -0.10 | 0.31 |
1 Month | 0.38 | 1.05 | -0.35 |
3 Months | 0.88 | 1.02 | 1.05 |
6 Months | 14.33 | 2.91 | 1.83 |
YTD | 8.88 | 0.65 | -0.90 |
1 Year | 17.83 | 3.89 | 3.21 |
3 Years Annualised | 9.59 | 5.05 | 2.55 |
5 Years Annualised | 8.60 | 2.89 | 2.29 |
10 Years Annualised | 6.83 | 1.52 | 0.90 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.95 | 5.10 | - | - |
2023 | 4.90 | -4.31 | 5.66 | 4.90 |
2022 | 5.08 | -6.86 | -8.54 | 13.31 |
2021 | 12.76 | 2.99 | 4.22 | 6.97 |
2020 | -31.78 | 8.57 | -8.78 | 24.78 |
2019 | 5.26 | -1.60 | -1.25 | 5.85 |
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