Schroder US Equity Income Maximiser Fund Z Accumulation GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | ||
Price Return | -0.75 | 21.46 | 8.82 | 26.38 | -7.78 | 17.01 | 11.81 | |
+/- Category | 0.38 | 1.14 | 9.11 | -0.20 | -12.71 | 13.58 | 1.15 | |
+/- Category Index | 0.40 | 3.39 | 12.17 | - | -18.22 | 17.44 | 0.41 | |
% Rank in Category | 44 | 41 | 17 | 51 | 96 | 3 | 32 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.38 | 0.08 | -0.08 |
1 Week | 2.11 | 0.59 | 0.86 |
1 Month | -0.75 | -1.17 | -1.10 |
3 Months | -0.84 | -4.33 | -4.49 |
6 Months | 4.83 | -0.89 | -0.79 |
YTD | 11.92 | 1.40 | 1.12 |
1 Year | 14.56 | 0.72 | 1.28 |
3 Years Annualised | 9.27 | -0.68 | -0.70 |
5 Years Annualised | 10.91 | 1.15 | 2.61 |
10 Years Annualised | - | - | - |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.81 | 4.02 | - | - |
2023 | 3.13 | 5.87 | 1.63 | 5.45 |
2022 | -0.39 | -9.67 | 6.22 | -3.50 |
2021 | 5.26 | 6.43 | 5.42 | 7.01 |
2020 | -13.75 | 15.66 | 3.74 | 5.16 |
2019 | 8.55 | 6.43 | 4.28 | 0.82 |
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