Schroder Income Maximiser 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 | 8.38 | -1.81 | 9.33 | -17.08 | 26.90 | 1.75 | 11.95 | 5.42 |
+/- Category | -2.35 | 8.75 | -9.61 | -4.52 | 9.09 | 5.19 | 5.20 | -1.15 |
+/- Category Index | - | - | - | - | - | - | 4.33 | -1.88 |
% Rank in Category | 70 | 5 | 92 | 88 | 5 | 27 | 6 | 72 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.34 | -0.25 | 0.45 |
1 Week | 0.25 | -0.49 | 0.15 |
1 Month | 3.66 | 0.27 | 2.59 |
3 Months | 7.31 | 1.32 | 3.04 |
6 Months | 9.89 | -1.12 | -0.15 |
YTD | 7.31 | -1.61 | -0.83 |
1 Year | 17.61 | 1.17 | 2.65 |
3 Years Annualised | 10.73 | 4.72 | 2.88 |
5 Years Annualised | 5.90 | 0.91 | 0.93 |
10 Years Annualised | 5.86 | 0.57 | 0.04 |
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 | 0.90 | 4.47 | - | - |
2023 | 4.48 | -3.40 | 5.73 | 4.92 |
2022 | 4.25 | -6.51 | -8.10 | 13.60 |
2021 | 11.51 | 3.25 | 3.63 | 6.36 |
2020 | -29.93 | 7.38 | -7.39 | 19.00 |
2019 | 5.37 | -1.21 | -0.99 | 6.08 |
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