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Money
The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
Schroder UK Smaller Companies Z Acc (0P0000UL8Y.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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168.60
+1.40
(+0.84%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
9
Number of years down
4
Best 1-yr total return (3 May 2024)
46.84%
Worst 1-yr total return (3 May 2024)
N/A
Risk statistics
3 years
0P0000UL8Y.L
Category average
5 years
0P0000UL8Y.L
Category average
10 years
0P0000UL8Y.L
Category average
Alpha
-6.6
N/A
2.45
N/A
2.12
N/A
BETA
0.74
N/A
0.97
N/A
0.94
N/A
Mean annual return
-0.57
N/A
0.47
N/A
0.58
N/A
R-squared
80.26
N/A
85.12
N/A
80.58
N/A
Standard deviation
14.82
N/A
21.35
N/A
17.02
N/A
Sharpe ratio
-0.62
N/A
0.19
N/A
0.35
N/A
Treynor ratio
-13.43
N/A
1.82
N/A
4.86
N/A
Data disclaimer
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