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OTC Markets OTCPK - Delayed Quote USD

Schroder ISF Alt Sctsd Inc IZ Acc USD (0P0001IZAF)

119.07
+0.07
+(0.06%)
At close: April 25 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 2
Best 1Y Total Return 10.83%
Worst 1Y Total Return --
Best 3Y Total Return 10.83%
Worst 3Y Total Return -0.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001IZAF
Category
YTD
1.44%
0.00%
1-Month
0.25%
0.00%
3-Month
1.44%
0.00%
1-Year
6.38%
0.00%
3-Year
6.29%
0.00%
5-Year
5.51%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001IZAF
Category
2025
--
--
2024
7.80%
--
2023
10.83%
--
2022
-1.30%
--
2021
2.64%
--
2020
-2.81%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.44% -- -- --
2024 2.80% 1.71% 1.95% 1.13%
2023 3.23% 2.36% 2.46% 2.38%
2022 -0.39% -2.01% 0.46% 0.66%
2021 1.11% 0.56% 0.71% 0.24%
2020 -8.72% 4.44% 0.93% 1.01%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 6.38%
3-Year 6.29%
5-Year 5.51%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Schroder Investment Management (Europe) S.A.
Net Assets --
YTD Return 1.44%
Yield 0.00%
Morningstar Rating --
Inception Date Mar 19, 2025

Fund Summary

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