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Schroder UK Smaller Companies Z Acc (0P0000UL8Y.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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167.00+1.00 (+0.60%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.87%
5-year average return3.65%
Number of years up9
Number of years down4
Best 1-yr total return (2 May 2024)46.84%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return46.84%
Worst 3-yr total return-5.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000UL8Y.LCategory
YTD2.50%0.00%
1-month2.84%0.00%
3-month2.50%0.00%
1-year8.19%0.00%
3-year-7.59%0.00%
5-year3.36%0.00%
10-year5.55%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000UL8Y.LCategory
2024
N/AN/A
2023
0.33%N/A
2022
-25.41%N/A
2021
14.36%N/A
2020
12.91%N/A
2019
20.63%N/A
2018
-12.60%N/A
2017
25.91%N/A
2016
13.61%N/A
2015
20.14%N/A
2014
-2.33%N/A
2013
46.84%N/A
2012
26.70%N/A
2011
-10.27%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
20242.50%N/AN/AN/A
2023-4.95%3.54%-2.41%4.47%
2022-11.13%-15.79%-7.30%7.52%
202111.15%7.50%1.23%-5.45%
2020-32.99%24.29%7.02%26.68%
20191.30%3.94%-0.58%15.24%
2018-4.02%5.80%1.45%-15.16%
20177.00%8.12%3.72%4.92%
20160.86%-8.88%16.00%6.56%
20156.78%7.31%2.34%2.46%
20142.09%-2.61%-1.23%-0.54%
201312.39%6.85%11.74%9.44%
20129.63%0.29%8.70%6.02%
20110.77%5.34%-13.64%-2.12%
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)

YTD29
1-month48
3-month29
1-year21
3-year75
5-year47

Load adjusted returns

1-year8.19%
3-year-7.59%
5-year3.36%
10-year5.55%