Fisher Investments Institutional US Small Cap Core Equity ESG Fund U 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 | 30.51 | 15.73 | -19.93 | 16.25 | 7.32 | |||
+/- Category | 6.99 | -3.13 | -7.17 | 5.75 | -2.07 | |||
+/- Category Index | - | -1.44 | -10.43 | 4.10 | -0.86 | |||
% Rank in Category | 28 | 74 | 77 | 12 | 69 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.02 | 0.90 | 1.60 |
1 Week | 0.07 | -0.18 | -1.56 |
1 Month | -2.71 | -0.86 | -1.38 |
3 Months | -3.60 | -0.40 | -0.48 |
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 | -1.60 | -3.19 | -3.87 |
5 Years Annualised | 7.02 | -0.34 | -0.14 |
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 | 7.11 | -5.84 | - | - |
2023 | 1.43 | 8.01 | -3.40 | 9.85 |
2022 | -5.46 | -18.29 | 2.83 | 0.81 |
2021 | 5.47 | 4.71 | 2.09 | 2.65 |
2020 | -20.01 | 29.99 | 4.50 | 20.10 |
2019 | - | - | -2.45 | 3.75 |
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