New Capital US Small Cap Growth Fund GBP Unhedged AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | ||
Price Return | 0.15 | 18.08 | 52.17 | 6.80 | -16.39 | 21.68 | 15.02 | |
+/- Category | 4.83 | -3.15 | 28.65 | -12.05 | -3.63 | 11.18 | 9.76 | |
+/- Category Index | - | - | - | -10.37 | -6.89 | 9.53 | 10.39 | |
% Rank in Category | 16 | 70 | 10 | 88 | 71 | 1 | 6 |
Trailing Returns (GBP) | 16/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.70 | 0.56 | -0.21 |
1 Week | 3.31 | 0.17 | -0.41 |
1 Month | 6.74 | 1.28 | 0.49 |
3 Months | 0.88 | -0.68 | -1.53 |
6 Months | 13.91 | 6.18 | 3.05 |
YTD | 21.22 | 11.84 | 10.85 |
1 Year | 41.14 | 20.50 | 18.40 |
3 Years Annualised | 7.14 | 3.96 | 2.93 |
5 Years Annualised | 16.08 | 5.91 | 6.74 |
10 Years Annualised | - | - | - |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Small Extended NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.06 | 3.32 | 0.24 | - |
2023 | 2.60 | 5.34 | -2.57 | 15.55 |
2022 | -10.68 | -12.78 | 11.10 | -3.40 |
2021 | 5.56 | 2.67 | -1.14 | -0.32 |
2020 | -14.14 | 35.97 | 4.17 | 25.13 |
2019 | 14.07 | 6.49 | -4.89 | 2.20 |
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