Fisher Investments Institutional US Small and Mid-Cap Core Equity Fund USD ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |||
Price Return | 28.67 | 37.97 | 28.37 | -12.34 | 20.52 | 6.23 | ||
+/- Category | 3.97 | 19.51 | 7.80 | -2.14 | 8.23 | -1.02 | ||
+/- Category Index | 3.28 | 23.77 | 4.06 | -6.37 | 11.42 | -2.04 | ||
% Rank in Category | 11 | 23 | 9 | 65 | 12 | 71 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.59 | 0.13 | 0.55 |
1 Week | 1.22 | 1.00 | -1.03 |
1 Month | -3.11 | -3.76 | -3.24 |
3 Months | -4.56 | -2.40 | -2.46 |
6 Months | -0.56 | -3.26 | -3.60 |
YTD | 0.24 | -3.63 | -5.64 |
1 Year | 10.07 | 0.99 | -1.80 |
3 Years Annualised | 4.88 | 0.30 | -0.12 |
5 Years Annualised | 13.61 | 5.83 | 4.18 |
10 Years Annualised | - | - | - |
Category: US Mid-Cap Equity | |||
Category Index: Morningstar US Mid NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.53 | -5.30 | - | - |
2023 | 3.57 | 6.84 | -1.95 | 11.08 |
2022 | -5.14 | -13.11 | 2.22 | 4.04 |
2021 | 7.24 | 7.51 | 1.59 | 9.59 |
2020 | -15.28 | 36.03 | 4.26 | 14.82 |
2019 | 15.43 | 8.43 | -1.88 | 4.78 |
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