Schroder US Equity Income Maximiser Fund Q 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 | -0.56 | 21.72 | 9.02 | 26.64 | -7.59 | 17.25 | 11.92 | |
+/- Category | 0.57 | 1.40 | 9.31 | 0.05 | -12.53 | 13.82 | 1.26 | |
+/- Category Index | 0.58 | 3.64 | 12.37 | - | -18.03 | 17.68 | 0.52 | |
% Rank in Category | 35 | 37 | 14 | 44 | 94 | 1 | 27 |
Trailing Returns (GBP) | 17/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | 0.08 | -0.08 |
1 Week | 2.08 | 0.56 | 0.83 |
1 Month | -0.74 | -1.16 | -1.09 |
3 Months | -0.83 | -4.31 | -4.47 |
6 Months | 4.86 | -0.86 | -0.76 |
YTD | 12.02 | 1.50 | 1.22 |
1 Year | 14.74 | 0.90 | 1.46 |
3 Years Annualised | 9.47 | -0.48 | -0.50 |
5 Years Annualised | 11.13 | 1.36 | 2.83 |
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 | 9.84 | 4.06 | - | - |
2023 | 3.19 | 5.92 | 1.68 | 5.50 |
2022 | -0.34 | -9.63 | 6.27 | -3.46 |
2021 | 5.33 | 6.49 | 5.46 | 7.06 |
2020 | -13.71 | 15.71 | 3.80 | 5.20 |
2019 | 8.62 | 6.47 | 4.33 | 0.88 |
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