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Schroder UK Growth Fund (SDU.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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171.00-1.00 (-0.58%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up14
Number of years down7
Best 1-yr total return (Invalid Date)58.87%
Worst 1-yr total return (Invalid Date)-46.32%
Best 3-yr total return58.87%
Worst 3-yr total return-13.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDU.LCategory
YTD-0.55%4.03%
1-month-0.98%1.29%
3-month0.38%4.03%
1-year-4.36%18.80%
3-year2.88%6.88%
5-year6.29%9.87%
10-year5.00%5.55%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
SDU.LCategory
2018
N/AN/A
2017
9.23%N/A
2016
13.84%N/A
2015
3.10%2.43%
2014
-9.98%1.00%
2013
31.44%23.58%
2012
25.02%13.54%
2011
-6.40%-5.32%
2010
20.53%15.83%
2009
58.87%28.37%
2008
-46.32%-30.40%
2007
6.89%3.62%
2006
13.22%15.69%
2005
20.32%20.48%
2004
9.67%11.18%
2003
26.96%19.60%
2002
-31.49%-22.71%
2001
-15.75%-13.35%
2000
-8.14%-4.24%
1999
22.59%23.51%
1998
-0.62%11.02%
1997
13.84%20.74%
1996
17.28%14.33%
1995
38.68%21.29%
1994
N/A-7.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-5.81%9.16%-0.76%N/A
20173.43%-1.21%2.92%3.88%
20160.43%-0.14%9.00%4.13%
20154.39%-0.63%-4.97%4.58%
2014-4.04%-4.01%-2.29%0.01%
201311.19%1.04%10.25%6.12%
201210.64%-5.95%7.36%11.91%
20111.76%2.05%-14.41%5.30%
20109.27%-11.47%16.78%6.70%
2009-3.47%20.30%33.56%2.43%
2008-12.00%-0.99%-18.52%-24.39%
20074.20%8.72%-2.80%-2.93%
20067.50%-2.90%2.69%5.62%
20052.68%4.44%6.34%5.51%
2004-0.12%1.66%0.39%7.58%
2003-8.00%16.93%5.45%11.92%
2002-3.86%-12.13%-23.38%5.84%
2001-9.83%-3.20%-14.39%12.75%
20001.23%-2.01%0.02%-7.40%
19999.68%6.90%-3.59%8.46%
199816.22%-5.08%-20.35%13.11%
19970.59%3.53%11.34%-1.82%
19964.61%-0.65%5.66%6.80%
19956.14%9.41%11.61%6.99%
1994-6.79%4.43%1.41%N/A

Rank in category (by total return)

YTD62
1-month91
3-month96
1-year32
3-year79
5-year36

Load adjusted returns

1-year-4.36%
3-year2.88%
5-year6.29%
10-year5.00%