Schroder US Mid Cap Fund Z Accumulation 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 | 5.72 | -6.77 | 25.62 | 3.40 | 23.54 | -2.24 | 6.37 | 3.68 |
+/- Category | -1.20 | -1.48 | 0.92 | -15.06 | 2.96 | 7.96 | -5.91 | -0.43 |
+/- Category Index | - | -3.64 | 0.23 | -10.79 | -0.78 | 3.73 | -2.73 | -2.19 |
% Rank in Category | 54 | 64 | 41 | 84 | 47 | 18 | 74 | 51 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.39 | 0.28 | 0.98 |
1 Week | 3.17 | 1.41 | 1.65 |
1 Month | 2.30 | 1.56 | 1.36 |
3 Months | 1.14 | 2.37 | 2.24 |
6 Months | 7.79 | 2.62 | 0.53 |
YTD | 4.86 | 1.70 | -0.87 |
1 Year | 12.34 | 2.92 | -0.41 |
3 Years Annualised | 6.19 | 1.36 | 0.61 |
5 Years Annualised | 7.46 | -0.24 | -1.47 |
10 Years Annualised | 11.73 | 0.98 | -0.85 |
Category: US Mid-Cap Equity | |||
Category Index: Morningstar US Mid NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.73 | -3.75 | - | - |
2023 | -0.76 | 1.48 | -1.30 | 7.01 |
2022 | -2.34 | -6.92 | 6.15 | 1.32 |
2021 | 12.29 | 1.58 | 3.92 | 4.22 |
2020 | -25.15 | 19.62 | 1.14 | 14.19 |
2019 | 10.42 | 6.81 | 5.29 | 1.17 |
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