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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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102.50+0.50 (+0.49%)
At close: 09:00PM CET

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.42%
5-year average return12.60%
Number of years up4
Number of years down2
Best 1-yr total return (1 Mar 2024)26.64%
Worst 1-yr total return (1 Mar 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
YTD2.39%0.00%
1-month2.39%0.00%
3-month10.49%0.00%
1-year17.84%0.00%
3-year11.92%0.00%
5-year12.38%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
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
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-month11
1-year1
3-year45
5-year31

Load adjusted returns

1-year17.84%
3-year11.92%
5-year12.38%
10-yearN/A