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Schroder UK Smaller Companies Fund A Income GBP (0P00000R5X.L)

LSE - LSE Delayed price. Currency in GBp
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4,296.00+22.00 (+0.51%)
At close: 9:00PM BST

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up22
Number of years down11
Best 1-yr total return (Invalid Date)45.48%
Worst 1-yr total return (Invalid Date)-42.77%
Best 3-yr total return45.48%
Worst 3-yr total return-12.96%

Trailing returns (%) vs. Benchmarks

Return0P00000R5X.LCategory
YTD22.16%7.62%
1-month3.07%2.07%
3-month14.90%7.62%
1-year67.70%18.60%
3-year12.19%8.31%
5-year14.62%14.76%
10-year13.97%8.36%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000R5X.LCategory
2021
N/AN/A
2020
12.10%N/A
2019
19.72%N/A
2018
-13.26%N/A
2017
24.96%N/A
2016
12.81%N/A
2015
19.10%15.62%
2014
-3.13%-1.25%
2013
45.48%39.58%
2012
25.86%24.62%
2011
-8.96%-8.49%
2010
39.69%32.08%
2009
44.18%48.71%
2008
-42.77%-39.48%
2007
-11.03%-6.85%
2006
29.50%24.51%
2005
16.31%21.79%
2004
17.95%22.26%
2003
40.33%39.13%
2002
-16.84%-24.97%
2001
-12.00%-14.36%
2000
-4.43%4.50%
1999
93.20%74.40%
1998
-0.87%-1.57%
1997
13.03%8.89%
1996
38.29%16.86%
1995
24.96%18.25%
1994
-3.50%-2.41%
1993
38.59%40.79%
1992
7.75%3.61%
1991
18.69%18.47%
1990
-24.72%-22.87%
1989
15.88%10.48%
1988
8.79%10.38%
1987
9.02%23.31%
1986
24.33%37.86%
1985
11.80%14.12%
1984
18.79%18.88%
1983
42.89%25.71%
1982
55.71%29.73%
1981
16.84%5.78%
1980
50.06%26.59%
1979
N/A12.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202110.90%N/AN/AN/A
2020-33.11%24.06%6.78%26.49%
20191.14%3.75%-0.78%14.99%
2018-4.20%5.62%1.26%-15.35%
20176.85%7.87%3.52%4.73%
20160.76%-9.10%15.76%6.41%
20156.55%7.05%2.14%2.23%
20141.89%-2.87%-1.40%-0.73%
201312.19%6.46%11.53%9.22%
20129.48%0.10%8.48%5.86%
20110.67%5.10%-13.31%-0.73%
20104.69%-0.10%17.22%13.95%
2009-3.35%28.34%16.63%-0.33%
2008-9.67%-5.44%-12.14%-23.73%
20075.04%3.46%-8.83%-10.19%
200612.06%-4.29%4.29%15.77%
20055.06%-1.16%6.97%4.71%
20047.90%-0.12%-2.51%12.27%
2003-8.32%25.77%15.37%5.49%
20022.70%-3.83%-16.38%0.70%
2001-11.65%4.97%-21.40%20.73%
20006.84%-9.38%6.07%-6.94%
199911.73%10.53%7.81%45.12%
199817.83%1.80%-21.51%5.29%
19976.68%-4.83%4.04%7.02%
19969.72%15.72%2.32%6.44%
1995-1.16%9.16%11.84%3.56%
19941.49%-5.27%1.28%-0.89%
199315.65%5.50%6.83%6.33%
1992-2.64%6.80%-9.51%14.50%
199116.05%-3.13%9.42%-3.51%
1990-4.16%0.16%-17.12%-5.36%
198918.73%1.82%2.91%-6.85%
19887.08%6.88%-0.86%-4.11%
19876.78%-30.91%6.78%-30.91%
198613.57%7.27%-3.31%5.55%
19855.92%-3.39%-3.63%13.36%
19847.78%-4.57%8.57%6.38%
198327.97%10.73%-3.00%3.96%
19825.68%2.59%15.58%24.25%
198110.88%5.41%-9.45%10.40%
19804.26%13.97%14.68%10.12%
19797.45%-5.59%N/AN/A

Rank in category (by total return)

YTD29
1-month24
3-month46
1-year11
3-year38
5-year48

Load adjusted returns

1-year67.70%
3-year12.19%
5-year14.62%
10-year13.97%