LSE - Delayed Quote • GBp
Schroder High Yield Opportunities Z Acc (0P0000W6J8.L)
As of April 24 at 9:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.78% |
| 5y Average Return | 4.12% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 24, 2024) | 53.13% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 53.13% |
| Worst 3Y Total Return | 0.29% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000W6J8.L
Category
- YTD
- 4.08%
- 0.00%
- 1-Month
- 1.16%
- 0.00%
- 3-Month
- 4.08%
- 0.00%
- 1-Year
- 16.24%
- 0.00%
- 3-Year
- 2.72%
- 0.00%
- 5-Year
- 4.58%
- 0.00%
- 10-Year
- 5.52%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000W6J8.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.08% | -- | -- | -- |
| 2023 | 1.75% | 2.41% | 3.27% | 5.60% |
| 2022 | -2.86% | -11.37% | -1.55% | 3.92% |
| 2021 | 3.86% | 2.63% | 0.95% | 0.40% |
| 2020 | -20.57% | 16.94% | 4.43% | 9.27% |
| 2019 | 6.00% | 1.42% | -0.71% | 4.13% |
| 2018 | -0.01% | -1.01% | 2.87% | -6.01% |
| 2017 | 3.58% | 1.94% | 2.91% | 1.38% |
| 2016 | 1.26% | 2.75% | 6.10% | 2.18% |
| 2015 | 4.11% | 0.34% | -0.30% | 1.95% |
| 2014 | 4.02% | 2.92% | -0.58% | -0.16% |
| 2013 | 1.02% | 0.18% | 3.95% | 4.29% |
| 2012 | 11.63% | -3.02% | 6.83% | 5.80% |
| 2011 | 4.80% | -0.75% | -16.26% | 3.62% |
| 2010 | 6.28% | -6.46% | 9.52% | 2.06% |
| 2009 | 3.19% | 19.48% | 18.55% | 4.76% |
| 2008 | -4.19% | -3.49% | -2.29% | -12.07% |
| 2007 | 1.16% | -1.09% | -0.59% | -0.15% |
| 2006 | 1.16% | -0.96% | 2.97% | 2.70% |
| 2005 | 0.96% | 3.20% | 2.32% | 2.22% |
| 2004 | 1.66% | -1.57% | 3.11% | 4.07% |
| 2003 | 0.73% | 8.42% | 1.71% | 2.88% |
| 2002 | 1.45% | 1.33% | 0.36% | 0.94% |
| 2001 | 2.63% | 0.17% | 1.81% | 1.46% |
| 2000 | 1.09% | 0.81% | 1.71% | -- |
Rank in Category (By Total Return)
| YTD | 6 |
| 1-Month | 17 |
| 3-Month | 6 |
| 1-Year | 6 |
| 3-Year | 10 |
| 5-Year | 6 |
Load Adjusted Returns
| 1-Year | 16.24% |
| 3-Year | 2.72% |
| 5-Year | 4.58% |
| 10-Year | 5.52% |
Performance & Risk
| YTD Return | 3.78% |
| 5y Average Return | 4.12% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Schroder Unit Trusts Limited |
| Net Assets | 500.58M |
| YTD Return | 4.08% |
| Yield | 7.46% |
| Morningstar Rating | |
| Inception Date | Feb 17, 2017 |
Fund Summary
Fund Summary Information Not Available
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