Schroder Recovery 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 | 8.15 | -3.74 | 9.82 | -11.49 | 24.57 | 0.05 | 13.09 | 9.54 |
+/- Category | -7.97 | 8.44 | -13.93 | -6.47 | 8.23 | 11.74 | 5.10 | -1.03 |
+/- Category Index | - | - | - | - | - | - | 5.47 | -1.17 |
% Rank in Category | 90 | 7 | 96 | 81 | 5 | 9 | 12 | 58 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.38 | 0.47 | 0.67 |
1 Week | 2.22 | 0.29 | 0.43 |
1 Month | -2.23 | -2.03 | -2.96 |
3 Months | -0.53 | -0.88 | -0.35 |
6 Months | 11.73 | 1.27 | -0.77 |
YTD | 5.34 | -2.94 | -4.44 |
1 Year | 13.06 | -0.14 | -1.56 |
3 Years Annualised | 7.37 | 6.40 | 0.32 |
5 Years Annualised | 8.32 | 3.02 | 2.01 |
10 Years Annualised | 6.11 | 0.59 | 0.17 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.83 | 5.49 | - | - |
2023 | 7.56 | -5.25 | 5.54 | 5.14 |
2022 | 3.32 | -6.23 | -7.31 | 11.41 |
2021 | 12.37 | 2.80 | 5.73 | 1.99 |
2020 | -33.91 | 8.68 | -5.18 | 29.97 |
2019 | 4.83 | -1.66 | -0.41 | 6.97 |
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