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Schroder US Eq Inc Mxmsr Fund Q Acc £ (0P0001AHUQ.L)

Stuttgart - Stuttgart Delayed price. Currency in GBp (0.01 GBP)
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110.50+0.10 (+0.09%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.72%
5-year average return11.88%
Number of years up4
Number of years down2
Best 1-yr total return (11 Jul 2024)26.64%
Worst 1-yr total return (11 Jul 2024)N/A
Best 3-yr total return26.64%
Worst 3-yr total return8.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001AHUQ.LCategory
YTD14.31%0.00%
1-month5.26%0.00%
3-month4.06%0.00%
1-year22.62%0.00%
3-year11.82%0.00%
5-year12.47%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001AHUQ.LCategory
2024
N/AN/A
2023
17.25%N/A
2022
-7.59%N/A
2021
26.64%N/A
2020
9.02%N/A
2019
21.72%N/A
2018
-0.56%N/A
2017
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.84%4.06%N/AN/A
20233.19%5.92%1.68%5.50%
2022-0.34%-9.63%6.27%-3.46%
20215.33%6.49%5.46%7.06%
2020-13.71%15.71%3.80%5.20%
20198.62%6.47%4.33%0.88%
2018-7.48%11.56%8.03%-10.82%
20170.74%4.95%N/AN/A

Rank in category (by total return)

YTD4
1-month4
3-month2
1-year1
3-year19
5-year12

Load adjusted returns

1-year22.62%
3-year11.82%
5-year12.47%
10-yearN/A