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Schroder QEP Global Active Value Fund (0P0000JSTO.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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165.00+1.20 (+0.73%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.59%
5-Year Average Return9.15%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (May 10, 2024)32.57%
Worst 1 Yr Total Return (May 10, 2024)N/A
Best 3-Yr Total Return32.57%
Worst 3-Yr Total Return1.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000JSTO.LCategory
YTD8.04%0.00%
1-Month-0.74%0.00%
3-Month6.97%0.00%
1-Year17.24%0.00%
3-Year7.82%0.00%
5-Year7.94%0.00%
10-Year8.31%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000JSTO.LCategory
2024
N/AN/A
2023
7.80%N/A
2022
0.36%N/A
2021
21.82%N/A
2020
-0.18%N/A
2019
13.59%N/A
2018
-8.08%N/A
2017
7.42%N/A
2016
32.57%N/A
2015
-1.86%N/A
2014
8.51%N/A
2013
21.28%N/A
2012
8.75%N/A
2011
-10.42%N/A
2010
18.03%N/A
2009
29.10%N/A
2008
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.85%N/AN/AN/A
20230.00%1.81%3.05%2.75%
20222.54%-5.45%0.67%2.82%
202110.60%5.27%1.06%3.53%
2020-20.80%15.47%-2.03%11.42%
20196.58%4.32%0.81%1.34%
2018-5.71%5.27%4.17%-11.10%
20174.35%-1.61%-0.19%4.83%
20162.50%7.32%10.22%9.34%
20156.50%-5.83%-8.26%6.67%
20141.16%2.61%1.92%2.57%
201313.98%-0.11%2.77%3.65%
20127.21%-4.91%3.90%2.67%
20111.06%-0.02%-16.01%5.56%
201010.29%-9.51%7.62%9.89%
2009-11.04%15.71%21.74%3.02%
2008-6.54%-5.83%N/AN/A

Rank In Category (By Total Return)

YTD15
1-Month24
3-Month21
1-Year20
3-Year47
5-Year49

Load Adjusted Returns

1-Year17.24%
3-Year7.82%
5-Year7.94%
10-Year8.31%