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Schroder QEP Global Active Value Fund (0P0000JSTN.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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128.80+0.90 (+0.70%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.94%
5-Year Average Return9.34%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (May 10, 2024)32.55%
Worst 1 Yr Total Return (May 10, 2024)N/A
Best 3-Yr Total Return32.55%
Worst 3-Yr Total Return1.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000JSTN.LCategory
YTD8.44%0.00%
1-Month-0.71%0.00%
3-Month7.15%0.00%
1-Year18.07%0.00%
3-Year8.07%0.00%
5-Year8.15%0.00%
10-Year8.44%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000JSTN.LCategory
2024
N/AN/A
2023
8.28%N/A
2022
0.20%N/A
2021
21.81%N/A
2020
-0.07%N/A
2019
13.85%N/A
2018
-7.95%N/A
2017
7.48%N/A
2016
32.55%N/A
2015
-1.85%N/A
2014
8.55%N/A
2013
21.39%N/A
2012
8.77%N/A
2011
-7.96%N/A
2010
17.87%N/A
2009
29.58%N/A
2008
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.22%N/AN/AN/A
20230.09%1.75%3.02%3.20%
20222.52%-5.48%0.66%2.73%
202110.62%5.26%1.04%3.54%
2020-20.76%15.49%-1.99%11.42%
20196.62%4.37%0.93%1.37%
2018-5.68%5.25%4.25%-11.05%
20174.35%-1.61%-0.26%4.96%
20162.51%7.32%10.21%9.31%
20156.51%-5.79%-8.30%6.68%
20141.15%2.68%1.89%2.57%
201313.97%0.03%2.71%3.67%
20127.21%-4.89%3.88%2.69%
20111.06%2.74%-16.02%5.56%
201010.25%-9.54%7.64%9.79%
2009-10.98%16.05%21.75%3.03%
2008-6.59%-5.80%N/AN/A

Rank In Category (By Total Return)

YTD13
1-Month24
3-Month19
1-Year15
3-Year43
5-Year46

Load Adjusted Returns

1-Year18.07%
3-Year8.07%
5-Year8.15%
10-Year8.44%