Schroder UK Dynamic Smaller Companies Z IncomeRegister 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 | 25.77 | -11.70 | 21.67 | 4.12 | 29.94 | -22.96 | -6.97 | 7.26 |
+/- Category | -0.20 | 0.27 | -3.59 | -3.17 | 7.09 | 1.07 | -6.74 | -5.95 |
+/- Category Index | - | - | - | - | - | - | -13.88 | -3.31 |
% Rank in Category | 58 | 39 | 71 | 58 | 10 | 38 | 89 | 95 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.16 | -0.49 | -0.82 |
1 Week | 0.71 | -0.77 | -1.27 |
1 Month | -2.16 | -1.33 | -1.64 |
3 Months | -0.80 | -3.66 | -3.07 |
6 Months | 3.99 | -7.98 | -8.18 |
YTD | 4.00 | -6.98 | -3.50 |
1 Year | 6.92 | -8.44 | -6.95 |
3 Years Annualised | -9.59 | -3.42 | -5.43 |
5 Years Annualised | 3.15 | -2.16 | 0.24 |
10 Years Annualised | 5.31 | -1.60 | 0.30 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.88 | 4.52 | - | - |
2023 | -5.67 | -2.11 | -4.94 | 5.97 |
2022 | -13.89 | -11.11 | -7.86 | 9.24 |
2021 | 10.21 | 13.06 | 3.23 | 1.01 |
2020 | -33.00 | 21.64 | 1.27 | 26.14 |
2019 | 5.47 | 3.39 | -3.59 | 15.74 |
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