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Schroder US Smaller Companies Acc (0P00000R50.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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4,356.00+8.00 (+0.18%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.09%
5-year average return7.07%
Number of years up25
Number of years down7
Best 1-yr total return (16 May 2024)41.61%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return41.61%
Worst 3-yr total return5.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000R50.LCategory
YTD0.76%0.00%
1-month-3.77%0.00%
3-month2.30%0.00%
1-year8.41%0.00%
3-year1.07%0.00%
5-year6.10%0.00%
10-year10.20%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000R50.LCategory
2024
N/AN/A
2023
3.03%N/A
2022
-7.03%N/A
2021
23.24%N/A
2020
3.69%N/A
2019
27.05%N/A
2018
-6.82%N/A
2017
4.00%N/A
2016
41.61%N/A
2015
2.89%N/A
2014
15.94%N/A
2013
32.69%N/A
2012
5.27%N/A
2011
-4.62%N/A
2010
25.38%N/A
2009
24.06%N/A
2008
-12.24%N/A
2007
8.64%N/A
2006
6.99%N/A
2005
18.56%N/A
2004
15.22%N/A
2003
24.73%N/A
2002
-27.92%N/A
2001
14.44%N/A
2000
46.54%N/A
1999
16.37%N/A
1998
-0.24%N/A
1997
43.10%N/A
1996
9.12%N/A
1995
37.64%N/A
1994
-0.89%N/A
1993
33.15%N/A
1992
74.63%N/A
1991
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.71%N/AN/AN/A
2023-1.18%0.57%-3.37%7.28%
2022-3.30%-8.07%4.27%0.30%
202112.33%1.76%3.23%4.45%
2020-28.34%20.90%0.74%18.80%
201910.48%8.38%4.13%1.91%
2018-6.99%12.73%5.12%-15.46%
20171.94%-1.34%-0.11%3.51%
20161.43%9.50%11.29%14.56%
20159.60%-6.56%-5.38%6.17%
20140.00%1.70%1.50%12.32%
201320.10%3.49%2.01%4.65%
20125.52%-3.22%3.16%-0.08%
20111.78%-1.19%-16.60%13.72%
201011.97%-6.44%3.30%15.87%
2009-6.34%6.22%18.55%5.19%
2008-8.32%4.28%0.82%-8.95%
20073.86%4.41%0.80%-0.60%
200611.71%-8.94%1.25%3.88%
2005-1.37%8.54%5.31%5.16%
20043.76%2.45%1.83%6.44%
2003-2.15%11.84%7.20%6.31%
20023.03%-15.18%-18.39%1.06%
2001-3.50%14.57%-15.03%21.82%
200018.77%10.30%12.34%-0.43%
1999-3.66%18.37%-10.47%13.98%
199813.98%-2.40%-20.21%12.39%
19977.32%12.76%23.03%-3.89%
19968.25%2.33%1.65%-3.10%
19954.37%9.20%14.27%5.69%
19941.13%-5.75%3.35%0.61%
199313.55%2.69%11.26%2.62%
199222.12%-12.95%15.35%42.42%
199111.46%4.84%3.46%N/A

Rank in category (by total return)

YTD52
1-month10
3-month70
1-year82
3-year56
5-year84

Load adjusted returns

1-year8.41%
3-year1.07%
5-year6.10%
10-year10.20%