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Schroder Income Portfolio (0P0000Q23J.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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119.900.00 (0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.11%
5-year average return3.99%
Number of years up12
Number of years down1
Best 1-yr total return (1 Jul 2024)12.59%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return12.59%
Worst 3-yr total return1.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Q23J.LCategory
YTD2.78%0.00%
1-month0.51%0.00%
3-month1.99%0.00%
1-year7.96%0.00%
3-year1.51%0.00%
5-year4.17%0.00%
10-year3.36%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Q23J.LCategory
2024
N/AN/A
2023
7.76%N/A
2022
-6.66%N/A
2021
12.40%N/A
2020
0.05%N/A
2019
5.55%N/A
2018
0.21%N/A
2017
1.65%N/A
2016
9.70%N/A
2015
0.23%N/A
2014
3.03%N/A
2013
12.59%N/A
2012
11.67%N/A
2011
1.74%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.78%N/AN/AN/A
20232.14%0.57%-0.30%5.22%
2022-2.13%-5.19%-1.96%2.60%
20217.43%1.87%0.35%2.35%
2020-15.99%9.29%-2.32%11.56%
20191.54%0.59%0.76%2.56%
2018-1.97%4.02%0.05%-1.78%
20171.03%-0.26%0.34%0.54%
20161.64%2.58%3.75%1.41%
20153.29%-2.61%-1.91%1.58%
20141.11%0.35%0.92%0.61%
20136.34%0.27%3.38%2.13%
20124.50%-0.69%3.63%3.82%
2011-0.12%1.47%-3.35%3.86%

Rank in category (by total return)

YTD51
1-month76
3-month57
1-year63
3-year38
5-year25

Load adjusted returns

1-year7.96%
3-year1.51%
5-year4.17%
10-year3.36%