LSE - Delayed Quote GBP
Schroder Strategic Bond Z Inc (0P0000VQWY.L)
0.5415
+0.0007
+(0.13%)
At close: January 22 at 8:00:00 PM GMT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.33% |
| 5y Average Return | 4.42% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jan 22, 2025) | 10.94% |
| Worst 1Y Total Return (Jan 22, 2025) | -- |
| Best 3Y Total Return | 10.94% |
| Worst 3Y Total Return | 1.83% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000VQWY.L
Category
- YTD
- 7.20%
- 0.00%
- 1-Month
- -0.04%
- 0.00%
- 3-Month
- -0.28%
- 0.00%
- 1-Year
- 7.20%
- 0.00%
- 3-Year
- 2.31%
- 0.00%
- 5-Year
- 4.66%
- 0.00%
- 10-Year
- 4.27%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000VQWY.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.10% | 0.99% | 4.25% | -0.28% |
| 2023 | 1.74% | 0.37% | 1.26% | 7.26% |
| 2022 | -2.66% | -8.57% | -3.78% | 5.18% |
| 2021 | 2.56% | 2.21% | 0.60% | 0.22% |
| 2020 | -10.85% | 10.36% | 4.13% | 8.29% |
| 2019 | 3.96% | 2.61% | 1.16% | 2.50% |
| 2018 | -0.36% | -0.92% | 1.72% | -4.50% |
| 2017 | 2.56% | 1.23% | 1.12% | 1.91% |
| 2016 | -0.10% | 2.04% | 3.09% | 0.98% |
| 2015 | 1.06% | 0.42% | -2.74% | 1.78% |
| 2014 | 3.28% | 1.56% | -0.27% | -0.70% |
| 2013 | 0.56% | 0.90% | 1.56% | 3.59% |
| 2012 | -0.52% | 5.05% | 5.00% | -- |
Rank in Category (By Total Return)
| YTD | 18 |
| 1-Month | 33 |
| 3-Month | 47 |
| 1-Year | 18 |
| 3-Year | 26 |
| 5-Year | 4 |
Load Adjusted Returns
| 1-Year | 7.20% |
| 3-Year | 2.31% |
| 5-Year | 4.66% |
| 10-Year | 4.27% |
Performance & Risk
| YTD Return | 0.33% |
| 5y Average Return | 4.42% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Schroder Unit Trusts Limited |
| Net Assets | 336.7M |
| YTD Return | 7.20% |
| Yield | 5.78% |
| Morningstar Rating | |
| Inception Date | Sep 07, 2022 |
Fund Summary
null
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