Schroder US Equity Income Maximiser Fund L Accumulation GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
|
Annual Returns (GBP) | 31/08/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | ||
Price Return | -0.70 | 21.54 | 8.90 | 26.48 | -7.71 | 17.10 | 11.82 | |
+/- Category | 0.44 | 1.22 | 9.19 | -0.11 | -12.64 | 13.67 | 1.16 | |
+/- Category Index | 0.45 | 3.46 | 12.25 | - | -18.15 | 17.54 | 0.42 | |
% Rank in Category | 39 | 40 | 15 | 46 | 95 | 2 | 32 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.38 | 0.08 | -0.08 |
1 Week | 2.10 | 0.58 | 0.85 |
1 Month | -0.74 | -1.17 | -1.10 |
3 Months | -0.83 | -4.32 | -4.48 |
6 Months | 4.80 | -0.92 | -0.81 |
YTD | 11.93 | 1.40 | 1.13 |
1 Year | 14.59 | 0.75 | 1.31 |
3 Years Annualised | 9.33 | -0.61 | -0.63 |
5 Years Annualised | 10.98 | 1.22 | 2.68 |
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 | 9.83 | 4.10 | - | - |
2023 | 3.15 | 5.90 | 1.65 | 5.47 |
2022 | -0.36 | -9.66 | 6.25 | -3.49 |
2021 | 5.28 | 6.46 | 5.44 | 7.02 |
2020 | -13.73 | 15.66 | 3.76 | 5.18 |
2019 | 8.60 | 6.44 | 4.28 | 0.83 |
|
Advertisement |