Schroder UK Mid 250 Fund Z Accumulation 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 | 23.68 | -16.85 | 27.21 | -7.26 | 20.08 | -12.96 | 6.02 | 19.94 |
+/- Category | 4.13 | -1.91 | -3.61 | -4.32 | 5.28 | 9.20 | 0.12 | 7.78 |
+/- Category Index | - | - | - | - | - | - | -10.55 | 10.50 |
% Rank in Category | 18 | 81 | 88 | 82 | 8 | 6 | 63 | 2 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.44 | 0.51 | -0.55 |
1 Week | 1.78 | -0.04 | -0.09 |
1 Month | 0.69 | 2.38 | 2.34 |
3 Months | 4.02 | 2.54 | 2.90 |
6 Months | 16.47 | 6.31 | 6.16 |
YTD | 16.81 | 8.85 | 10.27 |
1 Year | 19.15 | 6.39 | 4.35 |
3 Years Annualised | 1.67 | 6.16 | 2.72 |
5 Years Annualised | 8.07 | 4.30 | 3.18 |
10 Years Annualised | 5.70 | 0.28 | 0.08 |
Category: UK Mid-Cap Equity | |||
Category Index: Morningstar UK SMID Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.01 | 4.31 | - | - |
2023 | 0.46 | 0.00 | 1.77 | 3.70 |
2022 | -12.76 | -7.54 | -7.66 | 16.86 |
2021 | 7.98 | 7.17 | 3.90 | -0.13 |
2020 | -39.75 | 22.22 | 3.61 | 21.57 |
2019 | 5.99 | 3.68 | -0.09 | 15.86 |
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