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Schroder QEP Glbl Active Val Z Acc (0P0000UL98.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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160.00+0.40 (+0.25%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.11%
5-Year Average Return8.64%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (May 3, 2024)33.50%
Worst 1 Yr Total Return (May 3, 2024)N/A
Best 3-Yr Total Return33.50%
Worst 3-Yr Total Return2.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000UL98.LCategory
YTD8.99%0.00%
1-Month4.88%0.00%
3-Month8.99%0.00%
1-Year18.00%0.00%
3-Year9.73%0.00%
5-Year9.49%0.00%
10-Year9.13%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000UL98.LCategory
2024
N/AN/A
2023
8.42%N/A
2022
1.04%N/A
2021
22.60%N/A
2020
0.46%N/A
2019
14.26%N/A
2018
-7.42%N/A
2017
8.10%N/A
2016
33.50%N/A
2015
-1.09%N/A
2014
9.34%N/A
2013
22.42%N/A
2012
9.48%N/A
2011
-10.29%N/A
2010
18.03%N/A
2009
29.46%N/A
2008
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.99%N/AN/AN/A
20230.15%1.98%3.23%2.85%
20222.74%-5.26%0.76%3.02%
202110.80%5.41%1.24%3.68%
2020-20.68%15.73%-1.89%11.54%
20196.76%4.39%0.93%1.57%
2018-5.51%5.42%4.36%-10.94%
20174.56%-1.45%-0.07%4.98%
20162.70%7.49%10.41%9.52%
20156.70%-5.60%-8.13%6.89%
20141.35%2.86%2.07%2.75%
201314.14%0.31%2.95%3.86%
20127.46%-4.88%4.11%2.88%
20111.06%-0.02%-16.01%5.72%
201010.29%-9.51%7.62%9.89%
2009-11.04%16.04%21.74%3.02%
2008-6.54%-5.83%N/AN/A

Rank In Category (By Total Return)

YTD24
1-Month34
3-Month24
1-Year30
3-Year39
5-Year41

Load Adjusted Returns

1-Year18.00%
3-Year9.73%
5-Year9.49%
10-Year9.13%