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Schroder UK Dynamic Smaller Coms Z Acc (0P000023RA.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
531.40+3.20 (+0.61%)
As of 08:00PM GMT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.47%
5-Year Average Return2.21%
Number of Years Up18
Number of Years Down9
Best 1 Yr Total Return (Feb 22, 2024)73.55%
Worst 1 Yr Total Return (Feb 22, 2024)N/A
Best 3-Yr Total Return73.55%
Worst 3-Yr Total Return-2.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P000023RA.LCategory
YTD0.49%0.00%
1-Month0.49%0.00%
3-Month12.90%0.00%
1-Year-8.73%0.00%
3-Year-2.79%0.00%
5-Year2.61%0.00%
10-Year4.06%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000023RA.LCategory
2023
-6.99%N/A
2022
-22.96%N/A
2021
29.94%N/A
2020
4.12%N/A
2019
21.67%N/A
2018
-11.71%N/A
2017
25.76%N/A
2016
12.07%N/A
2015
13.80%N/A
2014
-8.06%N/A
2013
48.26%N/A
2012
37.88%N/A
2011
2.13%N/A
2010
34.35%N/A
2009
73.55%N/A
2008
-42.01%N/A
2007
-3.30%N/A
2006
36.59%N/A
2005
20.74%N/A
2004
19.81%N/A
2003
30.04%N/A
2002
-34.20%N/A
2001
-17.58%N/A
2000
10.11%N/A
1999
75.27%N/A
1998
-12.93%N/A
1997
4.93%N/A
1996
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-5.66%-2.12%-4.92%5.95%
2022-13.89%-11.11%-7.86%9.23%
202110.20%13.07%3.22%1.03%
2020-32.99%21.63%1.29%26.13%
20195.48%3.37%-3.59%15.74%
2018-4.64%8.14%1.89%-15.97%
201713.84%5.45%2.84%1.87%
2016-1.87%-7.45%17.68%4.86%
20150.84%12.12%2.00%-1.33%
20144.30%-7.05%-4.60%-0.59%
20139.27%7.75%15.17%9.35%
201215.39%-0.53%11.61%7.64%
20113.74%15.60%-11.83%-3.41%
2010-1.68%1.87%19.21%12.53%
2009-2.17%32.58%29.06%3.68%
2008-7.57%2.34%-14.95%-27.92%
20073.54%7.77%-4.39%-9.36%
200616.40%-3.81%6.11%14.96%
20058.42%-1.21%5.75%6.60%
20046.18%-0.16%-1.71%14.99%
2003-11.13%21.01%13.64%6.41%
20020.97%-15.16%-23.60%0.54%
2001-10.72%-2.61%-23.24%23.49%
200022.94%-6.82%10.44%-12.97%
199914.46%11.55%2.61%33.79%
199813.11%0.52%-23.85%0.57%
19974.84%-5.23%3.73%1.82%
19964.22%N/AN/AN/A

Rank In Category (By Total Return)

YTD23
1-Month23
3-Month55
1-Year84
3-Year56
5-Year63

Load Adjusted Returns

1-Year-8.73%
3-Year-2.79%
5-Year2.61%
10-Year4.06%