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Schroder UK Alpha Plus Fund L Accumulation GBP (0P0000ZSZQ.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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79.33+0.31 (+0.39%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.44%
5-year average return3.99%
Number of years up6
Number of years down4
Best 1-yr total return (31 May 2024)18.32%
Worst 1-yr total return (31 May 2024)N/A
Best 3-yr total return18.32%
Worst 3-yr total return-0.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZSZQ.LCategory
YTD1.86%0.00%
1-month0.33%0.00%
3-month2.13%0.00%
1-year-2.85%0.00%
3-year0.19%0.00%
5-year2.68%0.00%
10-year3.94%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZSZQ.LCategory
2024
N/AN/A
2023
8.21%N/A
2022
-10.96%N/A
2021
11.74%N/A
2020
-0.01%N/A
2019
18.32%N/A
2018
-10.48%N/A
2017
9.54%N/A
2016
12.78%N/A
2015
3.34%N/A
2014
-0.54%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.53%N/AN/AN/A
20239.14%-1.27%-2.02%2.49%
2022-7.41%-8.79%-5.71%11.84%
20215.11%3.71%1.46%1.03%
2020-27.16%16.90%1.98%15.15%
20199.65%1.89%1.34%4.50%
2018-7.66%10.63%-0.28%-12.13%
20172.85%0.59%1.45%4.38%
2016-0.31%-1.35%9.04%5.17%
20154.43%0.87%-7.12%5.63%
2014-1.32%1.09%-0.59%0.28%

Rank in category (by total return)

YTD93
1-month89
3-month94
1-year99
3-year96
5-year90

Load adjusted returns

1-year-2.85%
3-year0.19%
5-year2.68%
10-year3.94%