Fisher Investments Institutional US Small Cap Core Equity ESG Fund A USD ClassRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/07 | ||||
Price Return | 29.42 | 14.75 | -20.62 | 15.26 | 6.79 | |||
+/- Category | 5.90 | -4.10 | -7.85 | 4.76 | -2.60 | |||
+/- Category Index | - | -2.42 | -11.12 | 3.11 | -1.39 | |||
% Rank in Category | 28 | 79 | 79 | 17 | 72 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.02 | 0.90 | 1.59 |
1 Week | 0.04 | -0.21 | -1.58 |
1 Month | -2.79 | -0.93 | -1.46 |
3 Months | -3.81 | -0.62 | -0.70 |
6 Months | -0.74 | -2.68 | -1.76 |
YTD | -1.32 | -3.58 | -3.04 |
1 Year | 3.67 | -4.85 | -4.06 |
3 Years Annualised | -2.43 | -4.02 | -4.70 |
5 Years Annualised | 6.12 | -1.25 | -1.05 |
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 | 7.77 | -3.61 | 9.62 |
2022 | -5.65 | -18.47 | 2.60 | 0.58 |
2021 | 5.25 | 4.48 | 1.87 | 2.44 |
2020 | -20.18 | 29.71 | 4.28 | 19.87 |
2019 | - | - | -2.65 | 3.53 |
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