GlobalAccess US Equity Fund Z Acc USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 5.69 | -8.06 | 26.45 | 11.29 | 26.75 | -10.10 | 14.19 | 5.99 |
+/- Category | -4.04 | -6.63 | 3.03 | -2.81 | 0.49 | -0.67 | -3.04 | -1.32 |
+/- Category Index | -4.83 | -8.89 | 0.66 | -5.47 | -0.34 | -0.31 | -4.94 | -1.79 |
% Rank in Category | 53 | 94 | 19 | 72 | 63 | 61 | 78 | 78 |
Trailing Returns (GBP) | 23/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.53 | -0.13 | -1.01 |
1 Week | -0.78 | -0.04 | -0.43 |
1 Month | 1.45 | -0.12 | -0.67 |
3 Months | 2.97 | -0.12 | -0.94 |
6 Months | 14.45 | -0.55 | -1.58 |
YTD | 9.62 | -0.92 | -2.03 |
1 Year | 24.32 | -0.27 | -2.67 |
3 Years Annualised | 9.67 | -1.92 | -2.73 |
5 Years Annualised | 11.83 | -1.51 | -2.60 |
10 Years Annualised | 11.11 | -2.91 | -4.10 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.03 | - | - | - |
2023 | 1.52 | 3.54 | 0.58 | 8.01 |
2022 | -5.76 | -8.06 | 2.41 | 1.31 |
2021 | 5.15 | 8.34 | 1.48 | 9.65 |
2020 | -14.68 | 19.32 | 3.45 | 5.67 |
2019 | 11.90 | 6.45 | 4.73 | 1.36 |
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