Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STWLX (SCHRODER LONG DURATION INVESTMENT-GRADE BOND FUND INVESTOR SHARES) | NA | -15.03% | 5.35% | 3.72% | 5.05% | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STWLX (SCHRODER LONG DURATION INVESTMENT-GRADE BOND FUND INVESTOR SHARES) | 10/28/2011 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.03 | 5.35 | 3.72 | 5.05 | NA | NA | … | … | 0.00 | -17.69 | 19.63 | 19.35 | -4.87 | 8.64 | 6.47 | -4.72 | 20.16 | -5.77 | 16.62 | -0.80 |
| Sharpe Ratio | NA | -0.94 | 0.35 | 0.26 | 0.44 | NA | NA | … | … | NA | -1.17 | 1.27 | 1.92 | -0.82 | 1.06 | 0.67 | -0.40 | 2.82 | -0.61 | 1.91 | -0.36 |
| Standard Deviation(%) | NA | 16.10 | 13.91 | 11.80 | 10.67 | NA | NA | … | … | NA | 16.01 | 15.20 | 9.33 | 7.54 | 7.57 | 9.29 | 11.80 | 7.15 | 9.45 | 8.73 | 12.75 |
| Draw Down(%) | NA | 17.02 | 19.34 | 19.34 | 19.34 | NA | NA | … | … | NA | 17.90 | 17.74 | 6.02 | 9.50 | 3.81 | 11.65 | 11.78 | 3.93 | 13.52 | 4.09 | 6.32 |
| Yield(%) | 0.00 | 12.96 | 13.33 | 9.06 | 8.40 | 5.53 | 4.15 | … | … | 0.00 | 12.60 | 16.35 | 7.37 | 3.11 | 3.23 | 6.71 | 5.89 | 18.38 | 8.23 | 6.91 | 0.00 |
Data as of 01/07/2022, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STWLX (SCHRODER LONG DURATION INVESTMENT-GRADE BOND FUND INVESTOR SHARES) |
0.36%
Feb 2015 – Feb 2018 |
2.92%
Apr 2013 – Apr 2018 |
5.01%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STWLX (SCHRODER LONG DURATION INVESTMENT-GRADE BOND FUND INVESTOR SHARES) |
12.79%
Jul 2017 – Jul 2020 |
9.50%
Jul 2015 – Jul 2020 |
6.74%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart