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Schroder Sustainable UK Equity C Acc (0P00000L5N.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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365.40+4.10 (+1.13%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.70%
5-year average return2.62%
Number of years up14
Number of years down7
Best 1-yr total return (4 Jul 2024)26.84%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return26.84%
Worst 3-yr total return-0.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000L5N.LCategory
YTD3.42%0.00%
1-month3.54%0.00%
3-month9.04%0.00%
1-year4.18%0.00%
3-year2.95%0.00%
5-year4.24%0.00%
10-year2.75%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000L5N.LCategory
2024
N/AN/A
2023
3.93%N/A
2022
-2.21%N/A
2021
14.77%N/A
2020
-7.87%N/A
2019
18.84%N/A
2018
-11.01%N/A
2017
8.77%N/A
2016
17.20%N/A
2015
-4.74%N/A
2014
-6.41%N/A
2013
25.96%N/A
2012
14.81%N/A
2011
-7.93%N/A
2010
16.52%N/A
2009
26.84%N/A
2008
-27.05%N/A
2007
2.88%N/A
2006
16.00%N/A
2005
21.66%N/A
2004
11.23%N/A
2003
25.89%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.64%N/AN/AN/A
20233.12%-1.29%-1.99%4.18%
2022-2.04%-3.38%-6.16%10.10%
20215.16%5.31%2.20%1.41%
2020-28.93%11.57%1.96%13.95%
20198.71%2.29%1.95%4.83%
2018-6.01%9.59%-3.26%-10.70%
20173.99%0.69%0.62%3.23%
20160.87%2.20%10.21%3.16%
20154.64%-0.99%-10.27%2.47%
2014-1.36%1.12%-2.88%-3.39%
201310.54%-0.34%7.18%6.68%
20128.55%-6.08%7.34%4.91%
20111.00%-0.07%-14.84%7.11%
20106.32%-11.73%15.18%7.80%
2009-12.19%14.76%23.58%1.86%
2008-9.81%-3.58%-11.12%-5.62%
20073.16%2.10%-2.39%0.06%
20068.30%-2.56%3.74%5.96%
20054.57%4.68%6.94%3.94%
20040.79%1.75%2.60%5.71%
2003-4.09%17.44%4.63%6.82%

Rank in category (by total return)

YTD94
1-month49
3-month47
1-year94
3-year47
5-year60

Load adjusted returns

1-year4.18%
3-year2.95%
5-year4.24%
10-year2.75%