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Schroder UK Smaller Companies Fund Z Income GBP (0P0000UL8Z.L)

LSE - LSE Delayed price. Currency in GBp
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179.80-0.60 (-0.33%)
As of 08:00PM GMT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up7
Number of years down2
Best 1-yr total return (Invalid Date)46.84%
Worst 1-yr total return (Invalid Date)-12.64%
Best 3-yr total return46.84%
Worst 3-yr total return5.99%

Trailing returns (%) vs. Benchmarks

Return0P0000UL8Z.LCategory
YTD10.82%7.62%
1-month-7.08%2.07%
3-month-13.27%7.62%
1-year16.42%18.60%
3-year14.12%8.31%
5-year11.20%14.76%
10-year15.12%8.36%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000UL8Z.LCategory
2021
N/AN/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%15.62%
2014
-2.34%-1.25%
2013
46.84%39.58%
2012
26.73%24.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202111.09%7.47%N/AN/A
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)

YTD51
1-month97
3-month84
1-year23
3-year37
5-year48

Load adjusted returns

1-year61.88%
3-year11.86%
5-year17.22%
10-yearN/A