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Schroder UK Dynamic Smaller Companies Fund Z Accumulation GBP (0P000023RA.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
587.90+0.90 (+0.15%)
At close: 08:00PM GMT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up17
Number of Years Down7
Best 1 Yr Total Return (Invalid Date)73.55%
Worst 1 Yr Total Return (Invalid Date)-42.01%
Best 3-Yr Total Return73.55%
Worst 3-Yr Total Return-8.50%

Trailing Returns (%) Vs. Benchmarks

Return0P000023RA.LCategory
YTD2.42%7.62%
1-Month2.33%2.07%
3-Month9.34%7.62%
1-Year-15.41%18.60%
3-Year1.53%8.31%
5-Year5.58%14.76%
10-Year9.26%8.36%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P000023RA.LCategory
2021
N/AN/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%15.62%
2014
-8.06%-1.25%
2013
48.26%39.58%
2012
37.88%24.62%
2011
2.13%-8.49%
2010
34.35%32.08%
2009
73.55%48.71%
2008
-42.01%-39.48%
2007
-3.30%-6.85%
2006
36.59%24.51%
2005
20.74%21.79%
2004
19.81%22.26%
2003
30.04%39.13%
2002
-34.20%-24.97%
2001
-17.58%-14.36%
2000
10.11%4.50%
1999
75.27%74.40%
1998
-12.93%-1.57%
1997
4.93%8.89%
1996
N/A16.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202110.20%13.07%N/AN/A
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)

YTD16
1-Month24
3-Month6
1-Year32
3-Year51
5-Year53

Load Adjusted Returns

1-Year59.20%
3-Year10.57%
5-Year16.69%
10-Year13.60%
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