Schroders Personal Wealth North American Equity Fund Q GBP AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2022 | 2023 | 30/09 | ||||||
Price Return | -4.15 | 12.79 | 10.59 | |||||
+/- Category | 5.28 | -4.43 | -2.67 | |||||
+/- Category Index | 5.64 | -6.33 | -4.77 | |||||
% Rank in Category | 10 | 83 | 80 |
Trailing Returns (GBP) | 04/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.74 | -0.93 | -0.08 |
1 Week | 0.75 | 1.01 | 1.69 |
1 Month | 1.67 | -2.76 | -1.87 |
3 Months | -0.15 | -5.10 | -3.79 |
6 Months | 0.37 | -9.40 | -10.45 |
YTD | 11.76 | -6.63 | -7.68 |
1 Year | 20.72 | -10.15 | -9.42 |
3 Years Annualised | 9.31 | -0.41 | -0.76 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 12.01 | 0.07 | -1.34 | - |
2023 | -1.69 | 4.98 | 2.19 | 6.96 |
2022 | 0.09 | -7.57 | 4.29 | -0.65 |
2021 | - | - | - | 6.84 |
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