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Schroder Sustainable UK Equity C Inc (0P00000L5L.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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172.80+2.00 (+1.17%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.72%
5-year average return2.62%
Number of years up14
Number of years down7
Best 1-yr total return (4 Jul 2024)26.80%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return26.80%
Worst 3-yr total return-0.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000L5L.LCategory
YTD3.41%0.00%
1-month3.53%0.00%
3-month9.08%0.00%
1-year4.19%0.00%
3-year2.93%0.00%
5-year4.23%0.00%
10-year2.74%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000L5L.LCategory
2024
N/AN/A
2023
3.92%N/A
2022
-2.18%N/A
2021
14.73%N/A
2020
-7.84%N/A
2019
18.84%N/A
2018
-11.01%N/A
2017
8.73%N/A
2016
17.21%N/A
2015
-4.73%N/A
2014
-6.42%N/A
2013
25.91%N/A
2012
14.76%N/A
2011
-7.96%N/A
2010
16.57%N/A
2009
26.80%N/A
2008
-27.02%N/A
2007
2.90%N/A
2006
16.00%N/A
2005
21.67%N/A
2004
11.32%N/A
2003
26.04%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.63%N/AN/AN/A
20233.14%-1.30%-1.99%4.15%
2022-2.04%-3.32%-6.18%10.10%
20215.10%5.33%2.22%1.38%
2020-28.92%11.60%1.91%13.99%
20198.74%2.30%1.93%4.81%
2018-5.99%9.54%-3.25%-10.68%
20173.97%0.70%0.62%3.20%
20160.92%2.19%10.15%3.18%
20154.65%-0.99%-10.27%2.46%
2014-1.31%1.10%-2.88%-3.43%
201310.50%-0.34%7.17%6.68%
20128.53%-6.08%7.32%4.91%
20111.00%-0.07%-14.86%7.11%
20106.32%-11.73%15.22%7.80%
2009-12.23%14.77%23.57%1.87%
2008-9.81%-3.78%-10.90%-5.62%
20073.15%2.11%-2.38%0.07%
20068.31%-2.55%3.72%5.97%
20054.57%4.68%6.93%3.95%
20040.79%1.78%2.58%5.80%
2003-4.10%17.46%4.70%6.87%

Rank in category (by total return)

YTD95
1-month51
3-month46
1-year93
3-year48
5-year60

Load adjusted returns

1-year4.19%
3-year2.93%
5-year4.23%
10-year2.74%