Schroder US Equity Income Maximiser Fund L Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | ||
Price Return | -0.69 | 21.57 | 8.90 | 26.50 | -7.71 | 17.10 | 11.84 | |
+/- Category | 0.44 | 1.25 | 9.19 | -0.09 | -12.64 | 13.67 | 1.28 | |
+/- Category Index | 0.46 | 3.49 | 12.25 | - | -18.15 | 17.54 | 0.89 | |
% Rank in Category | 38 | 39 | 16 | 45 | 95 | 2 | 33 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.92 | 0.22 | 0.75 |
1 Week | 2.15 | -0.08 | -0.11 |
1 Month | 5.39 | 0.70 | -0.18 |
3 Months | 4.76 | -1.84 | -1.78 |
6 Months | 9.46 | -1.57 | -1.48 |
YTD | 17.98 | 1.74 | 0.98 |
1 Year | 22.21 | 1.57 | 1.14 |
3 Years Annualised | 11.19 | 0.16 | -0.02 |
5 Years Annualised | 12.87 | 1.41 | 2.54 |
10 Years Annualised | - | - | - |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.83 | 4.06 | -2.14 | - |
2023 | 3.15 | 5.89 | 1.66 | 5.46 |
2022 | -0.36 | -9.66 | 6.22 | -3.48 |
2021 | 5.29 | 6.45 | 5.43 | 7.04 |
2020 | -13.74 | 15.68 | 3.75 | 5.18 |
2019 | 8.60 | 6.44 | 4.29 | 0.85 |
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