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Schroder Income Fd Z Acc (0P0000T364.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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140.00-1.30 (-0.92%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.44%
5-year average return6.81%
Number of years up9
Number of years down4
Best 1-yr total return (21 May 2024)36.70%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return36.70%
Worst 3-yr total return-3.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000T364.LCategory
YTD3.72%0.00%
1-month2.76%0.00%
3-month6.27%0.00%
1-year8.60%0.00%
3-year10.07%0.00%
5-year5.29%0.00%
10-year6.20%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000T364.LCategory
2024
N/AN/A
2023
11.29%N/A
2022
1.40%N/A
2021
29.46%N/A
2020
-15.68%N/A
2019
8.24%N/A
2018
-0.96%N/A
2017
9.33%N/A
2016
25.33%N/A
2015
-6.26%N/A
2014
5.30%N/A
2013
34.13%N/A
2012
26.61%N/A
2011
-7.77%N/A
2010
8.56%N/A
2009
36.70%N/A
2008
-22.87%N/A
2007
1.55%N/A
2006
17.11%N/A
2005
20.35%N/A
2004
17.65%N/A
2003
20.16%N/A
2002
-12.34%N/A
2001
4.29%N/A
2000
5.11%N/A
1999
19.78%N/A
1998
2.69%N/A
1997
24.24%N/A
1996
17.87%N/A
1995
23.34%N/A
1994
-4.73%N/A
1993
39.42%N/A
1992
27.24%N/A
1991
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.93%N/AN/AN/A
20234.91%-4.27%5.67%4.87%
20225.07%-6.82%-8.57%13.28%
202112.76%2.96%4.29%6.92%
2020-31.76%8.56%-8.78%24.78%
20195.25%-1.57%-1.26%5.82%
2018-1.30%9.03%0.48%-8.40%
20172.02%0.20%2.98%3.86%
20164.06%0.62%9.28%9.53%
20155.45%-2.51%-9.55%0.82%
2014-1.60%2.15%0.48%4.26%
201313.13%3.17%6.64%7.77%
201212.84%-3.64%9.71%6.13%
20111.98%0.77%-13.70%3.99%
20107.62%-9.50%12.45%-0.88%
2009-9.75%20.76%27.24%-1.42%
2008-11.43%-4.70%-3.69%-5.13%
20072.67%3.91%-3.90%-0.94%
20068.01%-2.35%5.27%5.47%
20054.57%5.43%5.45%3.52%
20044.17%4.41%0.99%7.12%
2003-5.79%15.59%3.24%6.88%
20027.95%-5.10%-14.79%0.43%
2001-0.38%8.13%-13.52%11.95%
2000-6.70%6.85%-2.15%7.75%
19997.88%7.55%-4.88%8.54%
199813.33%-3.43%-15.60%11.16%
19976.49%3.60%11.75%0.78%
19963.79%0.55%7.94%4.63%
19955.54%3.03%6.46%6.55%
1994-2.55%-6.55%4.66%-0.05%
19939.76%6.55%9.68%8.69%
19922.26%7.48%-2.10%18.26%
1991-2.63%9.26%-10.02%N/A

Rank in category (by total return)

YTD73
1-month46
3-month53
1-year40
3-year4
5-year34

Load adjusted returns

1-year8.60%
3-year10.07%
5-year5.29%
10-year6.20%