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Schroder UK Smaller Companies Z Inc (0P0000UL8Z.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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146.20+1.20 (+0.83%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.58%
5-year average return3.73%
Number of years up9
Number of years down3
Best 1-yr total return (24 Apr 2024)46.84%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return46.84%
Worst 3-yr total return-5.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000UL8Z.LCategory
YTD2.50%0.00%
1-month2.80%0.00%
3-month2.50%0.00%
1-year8.21%0.00%
3-year-7.58%0.00%
5-year3.36%0.00%
10-year5.56%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000UL8Z.LCategory
2024
N/AN/A
2023
0.35%N/A
2022
-25.44%N/A
2021
14.34%N/A
2020
12.94%N/A
2019
20.69%N/A
2018
-12.64%N/A
2017
25.90%N/A
2016
13.67%N/A
2015
20.17%N/A
2014
-2.34%N/A
2013
46.84%N/A
2012
26.73%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.50%N/AN/AN/A
2023-4.94%3.55%-2.40%4.46%
2022-11.11%-15.82%-7.31%7.50%
202111.09%7.47%1.24%-5.41%
2020-33.00%24.33%7.02%26.70%
20191.31%3.93%-0.55%15.25%
2018-4.05%5.85%1.41%-15.18%
20176.99%8.07%3.79%4.91%
20160.90%-8.90%16.00%6.60%
20156.79%7.31%2.34%2.47%
20142.08%-2.61%-1.23%-0.54%
201312.39%6.84%11.76%9.42%
20129.63%0.29%8.70%6.04%

Rank in category (by total return)

YTD28
1-month48
3-month28
1-year20
3-year74
5-year47

Load adjusted returns

1-year8.21%
3-year-7.58%
5-year3.36%
10-year5.56%