Fisher Investments Institutional US Small Cap Core Equity ESG Fund B USD ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/07 | ||||
Price Return | 29.38 | 14.74 | -20.61 | 15.27 | 6.79 | |||
+/- Category | 5.86 | -4.11 | -7.85 | 4.77 | -2.60 | |||
+/- Category Index | - | -2.43 | -11.12 | 3.11 | -1.39 | |||
% Rank in Category | 29 | 79 | 79 | 17 | 73 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.02 | 0.90 | 1.60 |
1 Week | 0.04 | -0.21 | -1.58 |
1 Month | -2.78 | -0.93 | -1.45 |
3 Months | -3.81 | -0.61 | -0.69 |
6 Months | -0.73 | -2.67 | -1.75 |
YTD | -1.32 | -3.57 | -3.03 |
1 Year | 3.67 | -4.84 | -4.06 |
3 Years Annualised | -2.43 | -4.02 | -4.70 |
5 Years Annualised | 6.10 | -1.26 | -1.06 |
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 | 6.89 | -6.04 | - | - |
2023 | 1.22 | 7.78 | -3.60 | 9.61 |
2022 | -5.65 | -18.47 | 2.60 | 0.59 |
2021 | 5.23 | 4.49 | 1.86 | 2.44 |
2020 | -20.18 | 29.70 | 4.27 | 19.85 |
2019 | - | 8.92 | -2.68 | 3.53 |
|
Advertisement |