Schroder UK Opportunities Fund Z Accumulation GBP (0P000013A4.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
As of 09:00PM BST. Market open.
Performance overview
Morningstar return rating★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up14
Number of years down7
Best 1-yr total return (Invalid Date)36.20%
Worst 1-yr total return (Invalid Date)-22.39%
Best 3-yr total return36.20%
Worst 3-yr total return-5.23%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return0P000013A4.LCategory
YTD-9.28%4.87%
1-month-6.44%1.45%
3-month-6.07%4.87%
1-year-1.40%18.12%
3-year-1.22%6.82%
5-year1.98%11.38%
10-year5.11%6.89%
Last bull market0.00%0.00%
Last bear market0.00%0.00%
Annual total return (%) history
Year0P000013A4.LCategory
2021N/AN/A
2020-15.10%N/A
201918.53%N/A
2018-15.42%N/A
201716.06%N/A
20167.83%N/A
20151.49%6.91%
2014-7.68%0.14%
201334.40%30.20%
201234.73%18.69%
20112.25%-9.52%
201021.34%22.85%
200936.20%37.07%
2008-22.39%-34.91%
20073.09%-1.61%
200616.63%18.87%
200521.83%21.75%
200410.68%16.72%
200326.84%27.85%
2002-22.45%-22.13%
2001-19.57%-9.70%
2000-1.11%4.76%
1999N/A33.33%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20219.88%1.21%N/AN/A
2020-29.74%9.01%-7.67%20.05%
20198.07%2.74%0.96%5.74%
2018-5.12%6.49%-4.33%-12.50%
20175.03%3.80%1.61%4.76%
2016-1.16%-3.27%8.53%3.92%
20156.16%-1.28%-6.54%3.61%
2014-3.26%-2.33%-3.40%1.15%
201312.12%4.16%9.15%5.43%
201214.83%-2.53%10.75%8.69%
20112.92%5.70%-12.41%7.31%
20108.84%-7.52%13.20%6.49%
2009-11.59%15.43%28.54%3.83%
2008-11.45%-2.03%-8.00%-2.76%
20072.92%2.17%-1.93%-0.04%
20068.49%-1.89%3.26%6.12%
20055.28%4.50%5.87%4.60%
20041.40%1.14%1.78%6.03%
2003-4.47%17.98%4.94%7.24%
20021.03%-13.60%-14.85%4.33%
2001-14.59%-0.94%-14.76%11.52%
20001.95%-2.23%4.31%-4.89%
199920.84%N/AN/AN/A
Rank in category (by total return)
YTD53
1-month70
3-month96
1-year74
3-year93
5-year91
Load adjusted returns
1-year23.27%
3-year-2.15%
5-year4.38%
10-year6.57%
© 2024 Yahoo. All rights reserved.