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Schroder UK Alpha Income Fund (0P0000ZNRU.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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246.30+2.50 (+1.03%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.88%
5-year average return4.75%
Number of years up8
Number of years down2
Best 1-yr total return (4 Jul 2024)21.24%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return21.24%
Worst 3-yr total return-2.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZNRU.LCategory
YTD7.75%0.00%
1-month2.24%0.00%
3-month10.51%0.00%
1-year11.36%0.00%
3-year5.35%0.00%
5-year5.95%0.00%
10-year4.17%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZNRU.LCategory
2024
N/AN/A
2023
5.11%N/A
2022
0.84%N/A
2021
13.85%N/A
2020
-8.42%N/A
2019
21.24%N/A
2018
-16.35%N/A
2017
11.68%N/A
2016
6.99%N/A
2015
4.82%N/A
2014
1.67%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.54%N/AN/AN/A
20232.30%-0.81%1.41%2.15%
20224.32%-5.70%-7.03%10.25%
20214.44%4.91%2.32%1.56%
2020-27.88%10.47%-0.18%15.16%
20199.62%2.30%0.00%8.11%
2018-8.44%7.40%-3.39%-11.94%
20174.82%3.19%-0.71%3.98%
2016-1.16%-1.72%7.49%2.47%
20157.63%-1.31%-5.54%4.46%
2014-0.36%0.62%-1.75%3.21%

Rank in category (by total return)

YTD62
1-month64
3-month48
1-year83
3-year62
5-year50

Load adjusted returns

1-year11.36%
3-year5.35%
5-year5.95%
10-year4.17%