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Schroder QEP Glbl Active Val I Acc (0P00001RT9.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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196.80+0.70 (+0.36%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.13%
5-Year Average Return9.80%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (May 9, 2024)33.68%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return33.68%
Worst 3-Yr Total Return2.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00001RT9.LCategory
YTD8.39%0.00%
1-Month-0.62%0.00%
3-Month7.25%0.00%
1-Year18.11%0.00%
3-Year8.68%0.00%
5-Year8.79%0.00%
10-Year9.20%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00001RT9.LCategory
2024
N/AN/A
2023
8.57%N/A
2022
1.17%N/A
2021
22.79%N/A
2020
0.68%N/A
2019
14.34%N/A
2018
-7.25%N/A
2017
8.29%N/A
2016
33.68%N/A
2015
-0.92%N/A
2014
9.53%N/A
2013
22.47%N/A
2012
9.84%N/A
2011
-9.49%N/A
2010
18.98%N/A
2009
30.28%N/A
2008
-23.32%N/A
2007
3.58%N/A
2006
14.22%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.07%N/AN/AN/A
20230.24%1.94%3.27%2.88%
20222.77%-5.26%0.82%3.07%
202110.79%5.52%1.23%3.76%
2020-20.59%15.69%-1.82%11.63%
20196.78%4.48%0.93%1.54%
2018-5.48%5.54%4.28%-10.84%
20174.62%-1.42%0.00%4.99%
20162.73%7.55%10.43%9.56%
20156.73%-5.54%-8.09%6.92%
20141.39%2.93%2.11%2.80%
201314.21%0.20%2.99%3.90%
20127.43%-4.59%4.12%2.91%
20111.28%0.37%-15.84%5.80%
201010.41%-9.24%7.88%10.06%
2009-10.84%15.92%22.02%3.30%
2008-8.17%-5.44%-6.39%-5.68%
20075.21%4.05%-2.11%-3.33%
20069.92%-5.88%3.13%7.06%

Rank In Category (By Total Return)

YTD13
1-Month22
3-Month17
1-Year15
3-Year30
5-Year33

Load Adjusted Returns

1-Year18.11%
3-Year8.68%
5-Year8.79%
10-Year9.20%