New Capital US Small Growth Fund USD N AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2021 | 2022 | 2023 | 30/09 | |||||
Price Return | 4.69 | -18.01 | 19.33 | 13.35 | ||||
+/- Category | -14.16 | -5.24 | 8.83 | 8.10 | ||||
+/- Category Index | -12.48 | -8.51 | 7.18 | 8.72 | ||||
% Rank in Category | 91 | 74 | 5 | 8 |
Trailing Returns (GBP) | 16/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.69 | 0.55 | -0.22 |
1 Week | 3.27 | 0.14 | -0.44 |
1 Month | 6.57 | 1.11 | 0.32 |
3 Months | 0.39 | -1.17 | -2.02 |
6 Months | 12.80 | 5.07 | 1.95 |
YTD | 19.36 | 9.97 | 8.98 |
1 Year | 38.42 | 17.77 | 15.67 |
3 Years Annualised | 5.07 | 1.89 | 0.86 |
5 Years Annualised | - | - | - |
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 | 10.54 | 2.81 | -0.26 | - |
2023 | 2.11 | 4.84 | -3.05 | 14.98 |
2022 | -11.11 | -13.21 | 10.57 | -3.87 |
2021 | 5.03 | 2.16 | -1.66 | -0.78 |
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