Schroder US Equity Income Maximiser Fund Z Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | ||
Price Return | -0.75 | 21.47 | 8.83 | 26.37 | -7.77 | 17.00 | 14.25 | |
+/- Category | 0.39 | 1.15 | 9.12 | -0.21 | -12.70 | 13.57 | 6.87 | |
+/- Category Index | 0.40 | 3.39 | 12.18 | - | -18.21 | 17.44 | 6.10 | |
% Rank in Category | 43 | 41 | 17 | 51 | 96 | 3 | 4 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.88 | 0.27 | 0.48 |
1 Week | 0.09 | -1.20 | -1.34 |
1 Month | 1.81 | 0.39 | 0.72 |
3 Months | 4.72 | 2.12 | 2.93 |
6 Months | 14.10 | 5.22 | 5.80 |
YTD | 14.05 | 5.67 | 5.98 |
1 Year | 23.97 | 6.05 | 6.58 |
3 Years Annualised | 11.12 | 1.63 | 1.63 |
5 Years Annualised | 11.43 | 1.98 | 3.36 |
10 Years Annualised | - | - | - |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.80 | 4.04 | - | - |
2023 | 3.13 | 5.87 | 1.64 | 5.43 |
2022 | -0.38 | -9.68 | 6.23 | -3.50 |
2021 | 5.27 | 6.42 | 5.41 | 7.01 |
2020 | -13.74 | 15.65 | 3.72 | 5.18 |
2019 | 8.56 | 6.43 | 4.26 | 0.83 |
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