Schroder Income Maximiser A Income GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 7.73 | -2.41 | 8.68 | -17.53 | 26.15 | 1.12 | 11.23 | 5.19 |
+/- Category | -3.00 | 8.15 | -10.26 | -4.97 | 8.34 | 4.56 | 4.47 | -1.37 |
+/- Category Index | - | - | - | - | - | - | 3.60 | -2.10 |
% Rank in Category | 78 | 6 | 93 | 89 | 7 | 31 | 9 | 75 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.40 | -0.32 | 0.38 |
1 Week | 0.27 | -0.47 | 0.17 |
1 Month | 3.55 | 0.16 | 2.48 |
3 Months | 7.11 | 1.12 | 2.84 |
6 Months | 9.51 | -1.49 | -0.53 |
YTD | 7.00 | -1.92 | -1.14 |
1 Year | 16.87 | 0.43 | 1.92 |
3 Years Annualised | 10.06 | 4.05 | 2.21 |
5 Years Annualised | 5.27 | 0.29 | 0.30 |
10 Years Annualised | 5.23 | -0.06 | -0.58 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.82 | 4.34 | - | - |
2023 | 4.34 | -3.57 | 5.53 | 4.75 |
2022 | 4.04 | -6.61 | -8.07 | 13.21 |
2021 | 11.34 | 3.11 | 3.46 | 6.20 |
2020 | -30.21 | 7.54 | -7.52 | 18.81 |
2019 | 5.22 | -1.37 | -1.13 | 5.92 |
|
Advertisement |