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Schroder QEP US Core I Acc (0P00000VDH.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,637.00-3.00 (-0.08%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.71%
5-year average return14.81%
Number of years up25
Number of years down7
Best 1-yr total return (20 May 2024)34.64%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return34.64%
Worst 3-yr total return9.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000VDH.LCategory
YTD9.51%0.00%
1-month-2.27%0.00%
3-month5.21%0.00%
1-year25.94%0.00%
3-year12.16%0.00%
5-year13.81%0.00%
10-year15.05%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000VDH.LCategory
2024
N/AN/A
2023
19.65%N/A
2022
-9.56%N/A
2021
33.36%N/A
2020
12.02%N/A
2019
23.98%N/A
2018
-0.37%N/A
2017
9.41%N/A
2016
34.64%N/A
2015
5.46%N/A
2014
19.72%N/A
2013
31.61%N/A
2012
7.14%N/A
2011
2.42%N/A
2010
19.39%N/A
2009
19.72%N/A
2008
-12.44%N/A
2007
4.98%N/A
2006
0.46%N/A
2005
19.25%N/A
2004
2.31%N/A
2003
15.16%N/A
2002
-40.88%N/A
2001
-13.09%N/A
2000
-8.91%N/A
1999
8.35%N/A
1998
31.34%N/A
1997
26.24%N/A
1996
14.59%N/A
1995
29.49%N/A
1994
-5.39%N/A
1993
10.59%N/A
1992
35.97%N/A
1991
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.05%N/AN/AN/A
20233.11%7.34%1.84%6.15%
2022-1.37%-9.55%6.24%-4.56%
20216.93%8.32%5.37%9.27%
2020-13.08%17.46%3.14%6.37%
20199.25%7.05%4.14%1.78%
2018-7.12%11.59%8.72%-11.59%
20173.66%-2.68%0.60%7.81%
20161.73%8.96%8.80%11.64%
20155.37%-6.01%-4.54%11.56%
20140.36%2.61%6.77%8.89%
201319.70%3.01%-1.27%8.11%
20127.92%-1.96%3.54%-2.20%
20112.14%-0.90%-9.71%12.06%
201012.22%-9.44%3.43%13.58%
2009-6.88%2.94%18.49%5.41%
2008-9.45%-1.25%0.51%-2.57%
20070.80%3.87%1.24%-0.96%
20063.02%-6.72%2.83%1.65%
20051.01%7.27%4.62%5.20%
2004-0.77%1.95%-0.42%1.55%
20030.21%8.15%1.83%4.35%
2002-2.46%-24.31%-21.81%2.41%
2001-11.31%9.12%-23.57%17.51%
20001.31%-0.99%4.14%-12.80%
19992.58%6.68%-12.51%13.17%
199810.06%6.56%-7.96%21.67%
19978.11%6.44%8.85%0.78%
19969.12%-0.06%3.91%1.13%
19953.44%8.87%8.74%5.73%
1994-3.77%-4.27%1.67%1.01%
19932.42%-1.19%4.39%4.68%
19928.63%-8.79%10.55%24.15%
19914.97%-3.21%0.22%N/A

Rank in category (by total return)

YTD13
1-month13
3-month59
1-year16
3-year9
5-year21

Load adjusted returns

1-year25.94%
3-year12.16%
5-year13.81%
10-year15.05%