Schroder Income Maximiser Z Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 8.37 | -1.81 | 9.35 | -17.02 | 26.90 | 1.73 | 11.90 | 5.50 |
+/- Category | -2.37 | 8.75 | -9.60 | -4.47 | 9.09 | 5.17 | 5.14 | -1.06 |
+/- Category Index | - | - | - | - | - | - | 4.27 | -1.79 |
% Rank in Category | 71 | 5 | 92 | 86 | 5 | 27 | 6 | 71 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.39 | -1.05 | -0.76 |
1 Week | 0.26 | -0.40 | -0.53 |
1 Month | 3.62 | 1.20 | 2.76 |
3 Months | 7.30 | 1.84 | 2.56 |
6 Months | 9.86 | -1.02 | -0.61 |
YTD | 7.35 | -1.60 | -1.64 |
1 Year | 17.57 | 0.04 | 1.44 |
3 Years Annualised | 10.72 | 4.92 | 3.17 |
5 Years Annualised | 5.91 | 0.92 | 0.71 |
10 Years Annualised | 5.87 | 0.52 | -0.06 |
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 | 0.96 | 4.49 | - | - |
2023 | 4.51 | -3.42 | 5.69 | 4.90 |
2022 | 4.20 | -6.45 | -7.96 | 13.40 |
2021 | 11.50 | 3.26 | 3.63 | 6.36 |
2020 | -30.11 | 7.71 | -7.37 | 19.00 |
2019 | 5.38 | -1.22 | -0.98 | 6.08 |
|
Advertisement |