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Schroder Sustainable UK Equity Z Inc (0P0000135L.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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186.10-0.30 (-0.16%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.27%
5-Year Average Return3.48%
Number of Years Up14
Number of Years Down7
Best 1 Yr Total Return (Jun 24, 2024)27.12%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return27.12%
Worst 3-Yr Total Return-0.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000135L.LCategory
YTD3.42%0.00%
1-Month3.57%0.00%
3-Month9.09%0.00%
1-Year4.20%0.00%
3-Year2.94%0.00%
5-Year4.30%0.00%
10-Year2.97%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000135L.LCategory
2024
N/AN/A
2023
3.94%N/A
2022
-2.24%N/A
2021
14.79%N/A
2020
-7.80%N/A
2019
19.29%N/A
2018
-10.65%N/A
2017
9.14%N/A
2016
17.67%N/A
2015
-4.39%N/A
2014
-6.09%N/A
2013
26.22%N/A
2012
15.05%N/A
2011
-7.73%N/A
2010
16.87%N/A
2009
27.12%N/A
2008
-26.83%N/A
2007
3.16%N/A
2006
16.29%N/A
2005
22.00%N/A
2004
11.68%N/A
2003
26.36%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.64%N/AN/AN/A
20233.17%-1.28%-2.02%4.16%
2022-2.03%-3.42%-6.13%10.07%
20215.15%5.34%2.19%1.42%
2020-28.85%11.53%1.97%13.94%
20198.78%2.41%2.02%4.95%
2018-5.93%9.67%-3.12%-10.61%
20174.04%0.83%0.68%3.33%
20161.06%2.29%10.22%3.28%
20154.72%-0.90%-10.18%2.56%
2014-1.28%1.22%-2.78%-3.33%
201310.57%-0.27%7.24%6.74%
20128.59%-6.02%7.38%4.98%
20111.06%-0.01%-14.80%7.17%
20106.39%-11.67%15.30%7.86%
2009-12.18%14.84%23.65%1.94%
2008-9.75%-3.51%-11.05%-5.55%
20073.23%2.17%-2.32%0.14%
20068.37%-2.49%3.78%6.03%
20054.77%4.63%7.01%4.01%
20040.81%1.63%2.78%6.06%
2003-4.04%17.53%4.76%6.95%

Rank In Category (By Total Return)

YTD94
1-Month48
3-Month46
1-Year93
3-Year48
5-Year59

Load Adjusted Returns

1-Year4.20%
3-Year2.94%
5-Year4.30%
10-Year2.97%