Canada markets open in 3 hours 56 minutes

Schroder QEP Glbl Active Val Z Inc (0P0000UL99.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
Add to watchlist
127.30+0.40 (+0.32%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.03%
5-Year Average Return9.63%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (May 9, 2024)33.52%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return33.52%
Worst 3-Yr Total Return2.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000UL99.LCategory
YTD8.30%0.00%
1-Month-0.63%0.00%
3-Month7.19%0.00%
1-Year17.95%0.00%
3-Year8.51%0.00%
5-Year8.62%0.00%
10-Year9.05%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000UL99.LCategory
2024
N/AN/A
2023
8.42%N/A
2022
0.98%N/A
2021
22.66%N/A
2020
0.50%N/A
2019
14.25%N/A
2018
-7.44%N/A
2017
8.17%N/A
2016
33.52%N/A
2015
-1.08%N/A
2014
9.38%N/A
2013
22.47%N/A
2012
9.54%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.99%N/AN/AN/A
20230.18%1.95%3.21%2.84%
20222.70%-5.27%0.76%3.01%
202110.80%5.43%1.23%3.73%
2020-20.66%15.70%-1.86%11.55%
20196.76%4.45%0.94%1.51%
2018-5.55%5.46%4.32%-10.92%
20174.55%-1.42%-0.08%5.04%
20162.69%7.53%10.41%9.51%
20156.67%-5.56%-8.14%6.90%
20141.34%2.90%2.06%2.77%
201314.17%0.33%2.95%3.85%
20127.46%-4.88%4.15%2.89%

Rank In Category (By Total Return)

YTD14
1-Month22
3-Month19
1-Year16
3-Year35
5-Year37

Load Adjusted Returns

1-Year17.95%
3-Year8.51%
5-Year8.62%
10-Year9.05%