Schroder UK Mid 250 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 | 23.64 | -16.80 | 27.11 | -7.22 | 20.08 | -12.92 | 5.98 | 19.98 |
+/- Category | 4.10 | -1.86 | -3.71 | -4.29 | 5.28 | 9.23 | 0.07 | 7.82 |
+/- Category Index | - | - | - | - | - | - | -10.59 | 10.54 |
% Rank in Category | 19 | 80 | 90 | 81 | 8 | 5 | 63 | 2 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.39 | -0.69 | -0.59 |
1 Week | 1.75 | -0.04 | -0.11 |
1 Month | 0.71 | 1.33 | 2.35 |
3 Months | 3.99 | 1.37 | 2.86 |
6 Months | 16.48 | 5.38 | 6.16 |
YTD | 16.79 | 7.66 | 10.25 |
1 Year | 19.13 | 4.63 | 4.32 |
3 Years Annualised | 1.66 | 5.80 | 2.71 |
5 Years Annualised | 8.07 | 4.07 | 3.18 |
10 Years Annualised | 5.70 | 0.22 | 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 | 7.94 | 4.38 | - | - |
2023 | 0.46 | 0.00 | 1.73 | 3.70 |
2022 | -12.73 | -7.52 | -7.68 | 16.88 |
2021 | 7.99 | 7.14 | 3.94 | -0.16 |
2020 | -39.73 | 22.23 | 3.64 | 21.51 |
2019 | 6.02 | 3.67 | -0.09 | 15.75 |
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