Schroder US Equity Income Maximiser Fund Q Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
|
Annual Returns (GBP) | 30/09/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | ||
Price Return | -0.60 | 21.71 | 9.03 | 26.63 | -7.58 | 17.24 | 11.92 | |
+/- Category | 0.53 | 1.39 | 9.32 | 0.05 | -12.51 | 13.81 | 1.36 | |
+/- Category Index | 0.55 | 3.63 | 12.38 | - | -18.02 | 17.68 | 0.98 | |
% Rank in Category | 36 | 38 | 14 | 45 | 94 | 1 | 31 |
Trailing Returns (GBP) | 18/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.51 | -1.21 | -0.68 |
1 Week | 1.46 | -0.77 | -0.79 |
1 Month | 5.04 | 0.35 | -0.53 |
3 Months | 3.98 | -2.62 | -2.56 |
6 Months | 9.97 | -1.06 | -0.97 |
YTD | 17.49 | 1.25 | 0.49 |
1 Year | 22.30 | 1.65 | 1.22 |
3 Years Annualised | 11.05 | 0.02 | -0.16 |
5 Years Annualised | 12.94 | 1.48 | 2.60 |
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 | 9.85 | 4.10 | -2.13 | - |
2023 | 3.17 | 5.93 | 1.68 | 5.50 |
2022 | -0.33 | -9.63 | 6.27 | -3.45 |
2021 | 5.32 | 6.48 | 5.47 | 7.05 |
2020 | -13.71 | 15.71 | 3.80 | 5.20 |
2019 | 8.62 | 6.46 | 4.34 | 0.87 |
|
Advertisement |