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Schroder UK Alpha Plus Inc (0P00000M4K.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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186.80+2.00 (+1.08%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.43%
5-year average return2.68%
Number of years up15
Number of years down6
Best 1-yr total return (7 May 2024)49.56%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return49.56%
Worst 3-yr total return-0.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000M4K.LCategory
YTD1.33%0.00%
1-month1.27%0.00%
3-month1.33%0.00%
1-year-0.13%0.00%
3-year0.51%0.00%
5-year2.53%0.00%
10-year3.21%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000M4K.LCategory
2024
N/AN/A
2023
7.40%N/A
2022
-11.66%N/A
2021
10.80%N/A
2020
-0.83%N/A
2019
17.37%N/A
2018
-11.25%N/A
2017
8.65%N/A
2016
11.89%N/A
2015
2.44%N/A
2014
-1.34%N/A
2013
28.09%N/A
2012
22.78%N/A
2011
-9.89%N/A
2010
21.70%N/A
2009
49.56%N/A
2008
-36.37%N/A
2007
7.05%N/A
2006
23.28%N/A
2005
28.01%N/A
2004
7.56%N/A
2003
33.85%N/A
2002
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.33%N/AN/AN/A
20238.97%-1.49%-2.22%2.32%
2022-7.57%-9.05%-5.83%11.59%
20214.92%3.49%1.21%0.83%
2020-27.29%16.67%1.72%14.94%
20199.45%1.70%1.10%4.30%
2018-7.85%10.38%-0.44%-12.36%
20172.64%0.39%1.22%4.17%
2016-0.52%-1.53%8.85%4.93%
20154.21%0.65%-7.32%5.38%
2014-1.45%0.82%-0.77%0.06%
201310.06%1.64%7.28%6.72%
201211.43%-5.48%6.52%9.44%
20110.70%1.45%-14.65%3.34%
201010.39%-11.22%15.64%7.38%
2009-3.16%21.17%26.46%0.78%
2008-9.81%-0.45%-15.22%-16.42%
20073.87%6.77%-1.31%-2.19%
200614.12%-1.25%2.29%6.93%
20054.21%3.87%9.10%8.40%
20044.28%0.32%-4.70%7.89%
2003-5.88%20.02%8.15%9.56%
20027.12%N/AN/AN/A

Rank in category (by total return)

YTD93
1-month97
3-month93
1-year100
3-year99
5-year96

Load adjusted returns

1-year-0.13%
3-year0.51%
5-year2.53%
10-year3.21%