Fisher Investments Institutional US Small Cap Core Equity ESG Fund USD ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 14.65 | -1.93 | 27.56 | 30.49 | 15.72 | -19.93 | 16.24 | 7.32 |
+/- Category | 7.48 | 2.75 | 6.32 | 6.97 | -3.13 | -7.17 | 5.74 | -2.07 |
+/- Category Index | - | - | - | - | -1.44 | -10.44 | 4.09 | -0.86 |
% Rank in Category | 16 | 24 | 16 | 28 | 74 | 78 | 12 | 68 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.03 | 0.90 | 1.60 |
1 Week | 0.06 | -0.19 | -1.56 |
1 Month | -2.71 | -0.86 | -1.38 |
3 Months | -3.60 | -0.40 | -0.49 |
6 Months | -0.31 | -2.25 | -1.33 |
YTD | -0.80 | -3.05 | -2.51 |
1 Year | 4.56 | -3.95 | -3.16 |
3 Years Annualised | -1.59 | -3.18 | -3.86 |
5 Years Annualised | 7.02 | -0.35 | -0.15 |
10 Years Annualised | - | - | - |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Small Extended NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.12 | -5.84 | - | - |
2023 | 1.43 | 8.00 | -3.39 | 9.84 |
2022 | -5.45 | -18.30 | 2.82 | 0.80 |
2021 | 5.46 | 4.70 | 2.09 | 2.66 |
2020 | -20.01 | 29.97 | 4.50 | 20.10 |
2019 | 15.49 | 9.12 | -2.44 | 3.74 |
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