Schroders (SDR-L)
FTSE 100 · Financial services · data since 1988-07-01 · last close 2026-07-24
1d
+0.09%
7d
+0.09%
30d
+0.60%
YTD
+44.63%
1y
+44.87%
Schroders (SDR-L) monthly returns (%)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.0 | 29.8 | -1.9 | 1.0 | 0.7 | 0.6 | 0.2 | · | · | · | · | · |
| 2025 | 9.4 | 4.2 | -5.7 | -5.6 | 8.2 | 1.7 | 8.2 | -2.8 | -1.1 | 0.9 | 2.4 | 4.8 |
| 2024 | -5.5 | -3.2 | -4.2 | -6.3 | 11.1 | -7.2 | 8.0 | -12.8 | 2.0 | -1.5 | -8.4 | 2.7 |
| 2023 | 9.6 | 4.1 | -7.5 | 5.6 | -6.2 | -4.0 | 5.0 | -10.3 | -1.1 | -9.3 | 8.8 | 7.0 |
| 2022 | -5.1 | -9.3 | 5.5 | -12.1 | 4.3 | -9.8 | 11.2 | -9.5 | -14.8 | 0.6 | 12.9 | -1.4 |
| 2021 | 2.4 | 2.5 | -0.1 | 3.1 | -1.4 | -1.2 | 4.1 | 3.4 | -4.9 | 0.7 | -5.1 | 3.6 |
| 2020 | -3.6 | -11.2 | -12.9 | 6.8 | 11.3 | -0.2 | 0.5 | -2.3 | -7.0 | -3.0 | 23.1 | 3.7 |
| 2019 | 6.9 | 4.8 | -1.2 | 17.2 | -7.8 | 4.5 | -2.5 | -8.2 | 12.6 | 0.7 | 6.6 | 1.1 |
| 2018 | 5.8 | -7.3 | -7.4 | 3.4 | -1.9 | -2.4 | -1.4 | -1.2 | 0.7 | -13.4 | -5.7 | -3.3 |
| 2017 | -2.1 | 4.7 | -1.4 | 5.2 | -0.9 | -1.7 | 11.0 | -2.2 | -0.4 | 4.1 | -1.2 | 1.9 |
| 2016 | -8.5 | -4.0 | 2.6 | -6.3 | 7.8 | -13.1 | 11.1 | 6.3 | -3.2 | 4.6 | -1.9 | 8.4 |
| 2015 | 7.9 | 6.1 | 4.1 | 1.5 | 3.9 | -5.9 | -0.4 | -10.3 | -1.2 | 6.3 | 0.4 | -0.7 |
| 2014 | -5.0 | 10.0 | -4.2 | -1.6 | 1.2 | -3.1 | -4.6 | 1.9 | -1.9 | 0.8 | 11.8 | -0.3 |
| 2013 | 14.8 | 3.0 | 5.8 | 10.8 | 1.4 | -7.8 | 12.5 | -5.8 | 11.4 | 0.1 | -4.4 | 5.3 |
| 2012 | 10.3 | 6.6 | 2.2 | -10.3 | -15.8 | 11.9 | -4.0 | 10.8 | 6.8 | 0.4 | 4.7 | 5.6 |
| 2011 | -2.8 | -0.7 | -3.0 | 9.3 | -13.7 | -5.6 | 5.2 | -8.8 | -13.8 | 11.7 | -6.0 | -2.2 |
| 2010 | -6.3 | -4.0 | 17.7 | -1.3 | -4.3 | -8.7 | 6.2 | 6.6 | 4.7 | 9.8 | 1.1 | 16.2 |
| 2009 | -11.3 | -4.1 | 8.4 | 4.5 | 4.5 | -5.0 | 19.1 | 10.6 | 1.1 | 0.6 | 4.5 | 15.8 |
| 2008 | -16.6 | -11.7 | -2.1 | 12.3 | -0.3 | -12.9 | 5.5 | 5.3 | -0.2 | -21.9 | 7.1 | 1.3 |
| 2007 | -1.9 | 0.4 | 15.4 | 2.1 | 6.9 | -7.4 | -3.2 | 6.8 | 4.8 | 11.0 | -13.0 | -2.8 |
| 2006 | 15.6 | 4.8 | 3.4 | -5.0 | -9.4 | -1.3 | -4.2 | -6.1 | 2.3 | 6.6 | -3.5 | 16.7 |
| 2005 | -0.3 | -1.7 | -3.9 | -4.4 | 12.1 | -0.1 | 12.2 | 2.7 | 6.0 | -7.0 | 3.2 | 7.2 |
| 2004 | 4.1 | 3.0 | 1.8 | -8.3 | -4.3 | 1.3 | -7.1 | 7.0 | 1.6 | 3.5 | 6.7 | 9.8 |
| 2003 | -13.1 | -3.7 | 15.8 | 22.7 | 10.4 | -6.2 | 4.8 | 7.4 | -5.3 | 11.7 | -13.3 | -2.8 |
| 2002 | -1.2 | -6.8 | 13.3 | -6.6 | -12.7 | -20.1 | -7.2 | -2.4 | -15.4 | 29.9 | 0.6 | -13.1 |
| 2001 | 2.2 | -12.6 | -10.6 | -5.3 | -4.4 | -14.4 | 6.1 | -0.9 | -24.3 | 9.1 | 23.4 | -1.6 |
| 2000 | 12.0 | -12.5 | 8.3 | -26.1 | 9.8 | 10.7 | 8.3 | 12.3 | -3.5 | -10.6 | 1.9 | 3.9 |
| 1999 | -4.8 | 23.3 | 11.5 | 2.0 | -11.3 | -0.2 | 6.8 | -2.9 | -5.8 | -3.9 | -3.3 | 5.9 |
| 1998 | 1.6 | 18.1 | 3.7 | 23.2 | -8.1 | -14.0 | -0.3 | -2.7 | -35.7 | 17.6 | 9.6 | -11.8 |
| 1997 | 9.1 | 0.0 | 0.0 | 0.0 | 3.9 | -4.5 | 11.2 | 3.7 | 2.1 | -11.5 | -0.2 | 12.1 |
| 1996 | -5.6 | -1.4 | -5.7 | 9.7 | 2.4 | 0.4 | -6.3 | 9.3 | -0.4 | 0.9 | 9.7 | -1.0 |
| 1995 | 255.3 | 1.9 | 2.7 | 6.1 | -1.9 | 0.0 | 0.0 | 4.3 | -6.7 | -0.7 | -1.0 | 2.6 |
| 1994 | 3.8 | -14.2 | -2.0 | 7.5 | -3.5 | -7.9 | 6.6 | 24.1 | -8.6 | -1.3 | 6.8 | 0.8 |
| 1993 | 11.2 | 6.7 | 13.5 | 3.2 | 309.7 | 0.3 | 13.6 | 17.1 | 0.4 | -0.8 | -5.9 | 15.2 |
| 1992 | 3.5 | 0.7 | -0.6 | 17.3 | 5.1 | -1.9 | -6.5 | -4.9 | 6.8 | 4.2 | -0.1 | 2.9 |
| 1991 | -8.3 | 16.0 | 12.0 | -0.9 | -1.4 | -1.8 | 3.7 | 4.2 | 9.2 | 13.7 | 0.9 | -3.7 |
| 1990 | 0.0 | 6.1 | -8.6 | -9.4 | 323.8 | 3.9 | -1.3 | -9.5 | -12.6 | 9.6 | 0.7 | 2.2 |
| 1989 | 3.4 | 3.3 | 1.6 | -1.6 | 7.9 | 7.8 | 12.7 | 4.8 | 9.6 | -5.2 | 16.7 | 4.7 |
| 1988 | · | · | · | · | · | · | 0.0 | 5.6 | -2.6 | -2.7 | -1.1 | -0.6 |
| Avg | 7.8 | 1.4 | 1.7 | 1.7 | 16.8 | -3.3 | 3.7 | 1.3 | -2.3 | 1.7 | 2.4 | 3.1 |
Values in %. Current and first-listed months are partial (greyed).
returnsview.com
Seasonality — average by calendar month
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Avg | +7.8% | +1.4% | +1.7% | +1.7% | +16.8% | -3.3% | +3.8% | +1.3% | -2.3% | +1.7% | +2.4% | +3.1% |
| Win rate | 53%/38 | 55%/38 | 53%/38 | 55%/38 | 53%/38 | 26%/38 | 61%/38 | 53%/38 | 42%/38 | 63%/38 | 58%/38 | 66%/38 |
Win rate = share of positive months / sample size.
Risk & extremes
Max drawdown
-80.3%
Worst peak-to-trough fall on record
Monthly volatility
±25.4%
Std. dev. of monthly returns
Positive months
53%
Share of completed months in the green
Best month
+323.78%
1990-05
Worst month
-35.66%
1998-09
Longest streaks
10▲ / 6▼
Consecutive up / down months
Drawdown & rolling returns
Percent below the all-time high at each month-end — how far underwater the asset was.
About Schroders
Schroders has survived more market cycles than most coins have months — with price receipts on this site going back to 1988. And the long game: $100 at its first close here (1988) would be about $151,484 today.
Did you know?
- Its best month on record was May 1990 at +323.78%; its worst, September 1998 at -35.66%.
Trivia for entertainment — the numbers come from our price data; the jokes don't.