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OTC Markets OTCPK - Delayed Quote USD

Schroder ISF Alt Sctsd Inc I Acc USD (0P0001JDU4)

121.96
+0.08
+(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 1
Best 1Y Total Return 11.39%
Worst 1Y Total Return --
Best 3Y Total Return 11.39%
Worst 3Y Total Return 4.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001JDU4
Category
YTD
1.56%
0.00%
1-Month
0.29%
0.00%
3-Month
1.56%
0.00%
1-Year
6.91%
0.00%
3-Year
6.84%
0.00%
5-Year
6.05%
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
0P0001JDU4
Category
2025
--
--
2024
8.35%
--
2023
11.39%
--
2022
-0.78%
--
2021
3.17%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.56% -- -- --
2024 2.92% 1.84% 2.08% 1.26%
2023 3.36% 2.48% 2.59% 2.50%
2022 -0.27% -1.88% 0.60% 0.80%
2021 1.25% 0.69% 0.83% 0.36%
2020 4.57% 1.07% 1.15% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 6.91%
3-Year 6.84%
5-Year 6.05%
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 1.56%
Yield 0.00%
Morningstar Rating --
Inception Date Mar 19, 2025

Fund Summary

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