Schroder Recovery 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 | 8.13 | -3.67 | 9.76 | -11.43 | 24.47 | 0.08 | 13.05 | 4.62 |
+/- Category | -7.99 | 8.51 | -13.99 | -6.41 | 8.14 | 11.76 | 5.05 | -1.91 |
+/- Category Index | - | - | - | - | - | - | 5.42 | -2.68 |
% Rank in Category | 90 | 6 | 97 | 81 | 5 | 8 | 12 | 75 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.19 | -0.24 | 0.59 |
1 Week | 0.64 | -0.24 | 0.53 |
1 Month | 4.49 | 1.78 | 3.42 |
3 Months | 8.79 | 3.14 | 4.52 |
6 Months | 11.94 | 1.05 | 1.90 |
YTD | 7.54 | -1.05 | -0.60 |
1 Year | 16.81 | 1.94 | 1.86 |
3 Years Annualised | 9.91 | 7.38 | 2.06 |
5 Years Annualised | 7.06 | 2.60 | 2.09 |
10 Years Annualised | 6.35 | 0.65 | 0.53 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.75 | 5.40 | - | - |
2023 | 7.60 | -5.28 | 5.50 | 5.14 |
2022 | 3.38 | -6.24 | -7.29 | 11.37 |
2021 | 12.33 | 2.81 | 5.71 | 1.96 |
2020 | -33.90 | 8.67 | -5.19 | 30.03 |
2019 | 4.83 | -1.68 | -0.45 | 6.97 |
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