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Schroder Instl UK Smaller Cos I Acc (0P00000VGY.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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1,862.00+1.00 (+0.05%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.51%
5-year average return3.34%
Number of years up19
Number of years down12
Best 1-yr total return (26 Apr 2024)55.50%
Worst 1-yr total return (26 Apr 2024)N/A
Best 3-yr total return55.50%
Worst 3-yr total return-4.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000VGY.LCategory
YTD2.56%0.00%
1-month3.23%0.00%
3-month2.56%0.00%
1-year5.33%0.00%
3-year-6.51%0.00%
5-year3.22%0.00%
10-year6.27%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000VGY.LCategory
2024
N/AN/A
2023
-2.11%N/A
2022
-23.48%N/A
2021
17.49%N/A
2020
9.74%N/A
2019
20.72%N/A
2018
-10.63%N/A
2017
30.71%N/A
2016
12.80%N/A
2015
19.27%N/A
2014
-0.41%N/A
2013
37.68%N/A
2012
27.23%N/A
2011
-5.57%N/A
2010
37.39%N/A
2009
55.50%N/A
2008
-39.16%N/A
2007
-12.76%N/A
2006
24.85%N/A
2005
14.97%N/A
2004
24.10%N/A
2003
45.48%N/A
2002
-15.75%N/A
2001
-9.46%N/A
2000
-5.05%N/A
1999
62.42%N/A
1998
-6.92%N/A
1997
9.10%N/A
1996
23.59%N/A
1995
14.69%N/A
1994
-3.21%N/A
1993
37.17%N/A
1992
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.56%N/AN/AN/A
2023-4.68%0.84%-0.89%2.75%
2022-10.04%-15.57%-5.06%6.11%
202110.46%9.38%1.49%-4.18%
2020-31.06%19.18%6.03%25.97%
20192.04%4.59%-1.02%14.28%
2018-3.76%7.13%-0.29%-13.05%
20178.57%8.04%4.67%6.46%
2016-0.36%-8.27%16.06%6.33%
20157.31%7.36%1.58%1.92%
20141.90%-0.47%-1.71%-0.11%
201310.72%3.84%11.64%7.27%
201213.44%0.57%6.94%4.29%
20115.63%5.18%-13.68%-1.53%
20100.99%2.14%17.54%13.32%
2009-0.65%30.54%20.21%-0.26%
2008-8.69%-4.37%-11.10%-21.63%
20073.41%4.34%-9.38%-10.79%
20069.50%-3.35%4.07%13.36%
20056.61%-2.27%5.70%4.40%
200411.14%1.07%-1.12%11.73%
2003-5.39%28.73%11.97%6.67%
20023.77%-3.14%-15.84%-0.40%
2001-7.58%3.33%-19.68%18.03%
20000.29%-5.20%7.19%-6.84%
199913.69%9.83%5.98%22.73%
199814.60%1.67%-21.99%2.40%
19976.32%-5.12%5.95%2.07%
19969.47%8.38%1.83%2.30%
1995-1.22%7.45%8.21%-0.13%
19944.52%-6.27%1.90%-3.04%
199313.98%7.02%7.97%4.15%
19927.58%-11.19%14.63%N/A

Rank in category (by total return)

YTD27
1-month37
3-month27
1-year49
3-year70
5-year49

Load adjusted returns

1-year5.33%
3-year-6.51%
5-year3.22%
10-year6.27%