Schroder US Mid Cap Fund Z Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 5.71 | -6.70 | 25.56 | 3.38 | 23.54 | -2.25 | 6.35 | 6.14 |
+/- Category | -1.22 | -1.41 | 0.87 | -15.08 | 2.97 | 7.94 | -5.94 | 0.17 |
+/- Category Index | - | -3.58 | 0.18 | -10.81 | -0.78 | 3.71 | -2.75 | -2.15 |
% Rank in Category | 55 | 63 | 42 | 84 | 46 | 18 | 75 | 49 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.85 | 0.20 | 0.50 |
1 Week | 0.65 | -0.90 | -1.13 |
1 Month | -0.89 | -0.01 | -1.44 |
3 Months | 1.62 | 0.08 | -1.27 |
6 Months | 0.78 | -0.65 | -2.02 |
YTD | 4.17 | -0.26 | -3.76 |
1 Year | 9.09 | -0.73 | -5.44 |
3 Years Annualised | 5.18 | 0.12 | -0.26 |
5 Years Annualised | 6.94 | -0.66 | -2.33 |
10 Years Annualised | 10.98 | 0.67 | -1.06 |
Category: US Mid-Cap Equity | |||
Category Index: Morningstar US Mid NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.76 | -3.76 | - | - |
2023 | -0.77 | 1.51 | -1.31 | 6.98 |
2022 | -2.36 | -6.87 | 6.14 | 1.28 |
2021 | 12.33 | 1.59 | 3.89 | 4.19 |
2020 | -25.20 | 19.71 | 1.15 | 14.16 |
2019 | 10.35 | 6.79 | 5.24 | 1.24 |
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