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Schroder Income Portfolio Z Inc (0P0000Q23J.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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119.90-0.10 (-0.08%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.11%
5-Year Average Return4.00%
Number of Years Up12
Number of Years Down1
Best 1 Yr Total Return (Jun 28, 2024)12.59%
Worst 1 Yr Total Return (Jun 28, 2024)N/A
Best 3-Yr Total Return12.59%
Worst 3-Yr Total Return1.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000Q23J.LCategory
YTD2.78%0.00%
1-Month0.51%0.00%
3-Month1.99%0.00%
1-Year7.96%0.00%
3-Year1.51%0.00%
5-Year4.17%0.00%
10-Year3.36%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000Q23J.LCategory
2024
N/AN/A
2023
7.76%N/A
2022
-6.66%N/A
2021
12.40%N/A
2020
0.05%N/A
2019
5.55%N/A
2018
0.21%N/A
2017
1.65%N/A
2016
9.70%N/A
2015
0.23%N/A
2014
3.03%N/A
2013
12.59%N/A
2012
11.67%N/A
2011
1.74%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.78%N/AN/AN/A
20232.14%0.57%-0.30%5.22%
2022-2.13%-5.19%-1.96%2.60%
20217.43%1.87%0.35%2.35%
2020-15.99%9.29%-2.32%11.56%
20191.54%0.59%0.76%2.56%
2018-1.97%4.02%0.05%-1.78%
20171.03%-0.26%0.34%0.54%
20161.64%2.58%3.75%1.41%
20153.29%-2.61%-1.91%1.58%
20141.11%0.35%0.92%0.61%
20136.34%0.27%3.38%2.13%
20124.50%-0.69%3.63%3.82%
2011-0.12%1.47%-3.35%3.86%

Rank In Category (By Total Return)

YTD51
1-Month76
3-Month57
1-Year63
3-Year38
5-Year25

Load Adjusted Returns

1-Year7.96%
3-Year1.51%
5-Year4.17%
10-Year3.36%