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Schroder UK Smaller Companies A Acc (0P00000R5W.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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4,431.00+2.00 (+0.05%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.81%
5-year average return2.80%
Number of years up20
Number of years down12
Best 1-yr total return (26 Apr 2024)45.52%
Worst 1-yr total return (26 Apr 2024)N/A
Best 3-yr total return45.52%
Worst 3-yr total return-5.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000R5W.LCategory
YTD2.29%0.00%
1-month2.74%0.00%
3-month2.29%0.00%
1-year7.41%0.00%
3-year-8.28%0.00%
5-year2.57%0.00%
10-year4.74%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000R5W.LCategory
2024
N/AN/A
2023
-0.41%N/A
2022
-25.99%N/A
2021
13.47%N/A
2020
12.09%N/A
2019
19.72%N/A
2018
-13.24%N/A
2017
24.96%N/A
2016
12.83%N/A
2015
19.09%N/A
2014
-3.15%N/A
2013
45.52%N/A
2012
25.71%N/A
2011
-8.90%N/A
2010
39.22%N/A
2009
44.22%N/A
2008
-42.75%N/A
2007
-11.07%N/A
2006
29.51%N/A
2005
16.22%N/A
2004
18.02%N/A
2003
40.30%N/A
2002
-16.88%N/A
2001
-12.09%N/A
2000
-4.44%N/A
1999
93.17%N/A
1998
-0.97%N/A
1997
13.11%N/A
1996
38.07%N/A
1995
24.57%N/A
1994
-3.67%N/A
1993
38.57%N/A
1992
7.66%N/A
1991
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.29%N/AN/AN/A
2023-5.16%3.40%-2.64%4.31%
2022-11.28%-15.95%-7.48%7.28%
202110.89%7.30%1.04%-5.62%
2020-33.12%24.08%6.79%26.49%
20191.12%3.75%-0.81%15.04%
2018-4.22%5.64%1.24%-15.31%
20176.84%7.87%3.54%4.71%
20160.77%-9.08%15.71%6.43%
20156.60%7.02%2.13%2.22%
20141.89%-2.87%-1.44%-0.71%
201312.15%6.52%11.49%9.26%
20129.42%0.03%8.55%5.81%
20110.77%5.34%-13.64%-0.63%
20104.36%0.01%17.08%13.93%
2009-3.36%28.32%16.72%-0.35%
2008-9.68%-5.39%-12.20%-23.69%
20075.02%3.44%-8.83%-10.21%
200612.08%-4.35%4.26%15.87%
20055.00%-1.19%7.00%4.69%
20047.89%-0.10%-2.55%12.35%
2003-8.33%26.24%14.91%5.50%
20022.71%-3.92%-16.36%0.71%
2001-11.65%4.94%-21.40%20.63%
20006.85%-9.38%6.07%-6.96%
199911.73%10.55%7.79%45.10%
199817.73%1.77%-21.49%5.28%
19976.68%-4.84%4.03%7.10%
19969.72%15.55%2.32%6.43%
1995-1.17%8.92%11.84%3.46%
19941.49%-5.27%1.28%-1.06%
199315.66%5.39%6.92%6.33%
1992-2.63%6.92%-9.65%14.45%
1991-3.30%9.44%-3.49%N/A

Rank in category (by total return)

YTD33
1-month52
3-month33
1-year28
3-year75
5-year60

Load adjusted returns

1-year7.41%
3-year-8.28%
5-year2.57%
10-year4.74%