Schroder US Smaller Companies 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 | 4.74 | -6.09 | 28.02 | 4.45 | 24.17 | -6.28 | 3.77 | 9.38 |
+/- Category | -2.44 | -1.41 | 6.79 | -19.07 | 5.31 | 6.49 | -6.73 | -0.01 |
+/- Category Index | - | - | - | - | 7.00 | 3.22 | -8.38 | 1.20 |
% Rank in Category | 55 | 56 | 12 | 90 | 32 | 22 | 95 | 40 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.86 | 0.74 | -0.47 |
1 Week | -1.16 | -1.41 | -2.09 |
1 Month | -1.27 | 0.59 | -0.50 |
3 Months | -2.45 | 0.75 | -0.81 |
6 Months | 2.75 | 0.81 | -1.36 |
YTD | 1.46 | -0.79 | -0.83 |
1 Year | 5.29 | -3.22 | -3.40 |
3 Years Annualised | 2.45 | 0.86 | -0.01 |
5 Years Annualised | 5.72 | -1.65 | -0.95 |
10 Years Annualised | 10.72 | -0.44 | 0.68 |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Small Extended NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.88 | -3.31 | - | - |
2023 | -1.01 | 0.74 | -3.22 | 7.52 |
2022 | -3.11 | -7.89 | 4.49 | 0.51 |
2021 | 12.57 | 1.92 | 3.42 | 4.64 |
2020 | -28.25 | 21.16 | 0.94 | 19.02 |
2019 | 10.68 | 8.54 | 4.37 | 2.09 |
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