LSE - Delayed Quote GBp
Schroder European Z Inc GBP (0P0000UL97.L)
At close: October 15 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.39% |
| 5y Average Return | 6.93% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 15, 2024) | 27.53% |
| Worst 1Y Total Return (Oct 15, 2024) | -- |
| Best 3Y Total Return | 27.53% |
| Worst 3Y Total Return | 3.69% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000UL97.L
Category
- YTD
- 8.68%
- 0.00%
- 1-Month
- -1.36%
- 0.00%
- 3-Month
- 0.59%
- 0.00%
- 1-Year
- 15.38%
- 0.00%
- 3-Year
- 3.00%
- 0.00%
- 5-Year
- 6.37%
- 0.00%
- 10-Year
- 8.08%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000UL97.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.51% | 2.40% | 0.59% | -- |
| 2023 | 6.13% | -2.67% | -1.94% | 6.17% |
| 2022 | -5.45% | -9.86% | -3.85% | 11.46% |
| 2021 | 2.58% | 6.50% | 2.16% | 2.34% |
| 2020 | -19.20% | 21.66% | 2.12% | 8.20% |
| 2019 | 5.15% | 9.49% | 2.06% | 2.84% |
| 2018 | -2.52% | 2.50% | 1.08% | -15.90% |
| 2017 | 8.01% | 6.67% | 3.96% | -0.44% |
| 2016 | 2.87% | 2.08% | 9.41% | 5.67% |
| 2015 | 11.02% | -3.67% | -5.44% | 7.60% |
| 2014 | 2.51% | -1.45% | -2.31% | 1.59% |
| 2013 | 10.44% | 2.58% | 6.34% | 5.85% |
| 2012 | 12.98% | -9.08% | 11.53% | 7.49% |
Rank in Category (By Total Return)
| YTD | 12 |
| 1-Month | 49 |
| 3-Month | 29 |
| 1-Year | 35 |
| 3-Year | 74 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | 15.38% |
| 3-Year | 3.00% |
| 5-Year | 6.37% |
| 10-Year | 8.08% |
Performance & Risk
| YTD Return | 9.39% |
| 5y Average Return | 6.93% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Schroder Unit Trusts Limited |
| Net Assets | -- |
| YTD Return | 8.68% |
| Yield | 1.90% |
| Morningstar Rating | |
| Inception Date | Mar 18, 2024 |
Fund Summary
Fund Summary Information Not Available
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