LSE - Delayed Quote GBP

Schroder QEP Glbl Active Val A Acc (0P0000JSTO.L)

1.7520
+0.0020
+(0.11%)
As of January 21 at 8:00:00 PM GMT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.10%
5y Average Return 8.75%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Jan 21, 2025) 32.57%
Worst 1Y Total Return (Jan 21, 2025) --
Best 3Y Total Return 32.57%
Worst 3Y Total Return 1.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000JSTO.L
Category
YTD
11.73%
0.00%
1-Month
-2.86%
0.00%
3-Month
1.96%
0.00%
1-Year
11.73%
0.00%
3-Year
6.53%
0.00%
5-Year
8.01%
0.00%
10-Year
7.93%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000JSTO.L
Category
2024
11.73%
--
2023
7.80%
--
2022
0.36%
--
2021
21.82%
--
2020
-0.18%
--
2019
13.59%
--
2018
-8.08%
--
2017
7.42%
--

2016
32.57%
--
2015
-1.86%
--
2014
8.51%
--
2013
21.28%
--
2012
8.75%
--
2011
-10.42%
--
2010
18.03%
--
2009
29.10%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.85% 0.06% 0.62% 1.96%
2023 0.00% 1.81% 3.05% 2.75%
2022 2.54% -5.45% 0.67% 2.82%
2021 10.60% 5.27% 1.06% 3.53%
2020 -20.80% 15.47% -2.03% 11.42%
2019 6.58% 4.32% 0.81% 1.34%
2018 -5.71% 5.27% 4.17% -11.10%
2017 4.35% -1.61% -0.19% 4.83%
2016 2.50% 7.32% 10.22% 9.34%
2015 6.50% -5.83% -8.26% 6.67%

2014 1.16% 2.61% 1.92% 2.57%
2013 13.98% -0.11% 2.77% 3.65%
2012 7.21% -4.91% 3.90% 2.67%
2011 1.06% -0.02% -16.01% 5.56%
2010 10.29% -9.51% 7.62% 9.89%
2009 -11.04% 15.71% 21.74% 3.02%
2008 -6.54% -5.83% -- --

Rank in Category (By Total Return)

YTD 37
1-Month 65
3-Month 46
1-Year 37
3-Year 48
5-Year 46

Load Adjusted Returns

1-Year 11.73%
3-Year 6.53%
5-Year 8.01%
10-Year 7.93%

Performance & Risk

YTD Return 5.10%
5y Average Return 8.75%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Schroder Unit Trusts Limited
Net Assets 321.69M
YTD Return 11.73%
Yield 2.05%
Morningstar Rating
Inception Date Dec 22, 2005

Fund Summary

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