Schroder US Smaller Companies Fund Z Income 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 | 4.74 | -6.12 | 28.05 | 4.42 | 24.24 | -6.34 | 3.82 | 1.43 |
+/- Category | -2.44 | -1.44 | 6.82 | -19.10 | 5.39 | 6.42 | -6.68 | -2.27 |
+/- Category Index | - | - | - | - | 7.07 | 3.15 | -8.33 | -0.47 |
% Rank in Category | 55 | 56 | 12 | 90 | 32 | 23 | 95 | 67 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.34 | 0.31 | 0.13 |
1 Week | 4.40 | 0.58 | -0.06 |
1 Month | 4.23 | 1.04 | -0.28 |
3 Months | 2.93 | 0.89 | -1.33 |
6 Months | 8.90 | 0.32 | 1.23 |
YTD | 4.12 | -1.14 | -0.21 |
1 Year | 9.78 | -3.66 | -3.83 |
3 Years Annualised | 4.07 | 0.25 | 0.28 |
5 Years Annualised | 6.36 | -1.74 | -0.78 |
10 Years Annualised | 11.03 | -0.54 | 0.59 |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Small Extended NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.88 | -3.29 | - | - |
2023 | -0.97 | 0.75 | -3.20 | 7.49 |
2022 | -3.09 | -7.92 | 4.48 | 0.46 |
2021 | 12.57 | 1.95 | 3.40 | 4.69 |
2020 | -28.22 | 21.11 | 0.95 | 18.98 |
2019 | 10.74 | 8.55 | 4.33 | 2.11 |
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