New Capital Swiss Select Equity Fund CHF Inst AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 21.29 | -16.55 | 20.19 | 13.24 | 19.42 | -20.46 | 9.79 | -1.06 |
+/- Category | -1.75 | -2.10 | -4.59 | -3.12 | -1.36 | -3.79 | -1.54 | 0.15 |
+/- Category Index | -8.19 | 5.31 | -6.07 | -6.28 | 0.05 | -8.23 | 0.27 | -0.20 |
% Rank in Category | 75 | 72 | 80 | 72 | 58 | 82 | 59 | 42 |
Trailing Returns (GBP) | 22/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.61 | -0.60 | 0.31 |
1 Week | -0.26 | -0.02 | 0.43 |
1 Month | -1.32 | 0.57 | 1.12 |
3 Months | 0.88 | -1.43 | -0.14 |
6 Months | 8.20 | 0.87 | -1.64 |
YTD | -2.87 | -0.29 | 1.01 |
1 Year | -5.00 | 1.50 | -1.39 |
3 Years Annualised | -1.81 | -1.48 | -3.43 |
5 Years Annualised | 4.19 | -2.19 | -3.93 |
10 Years Annualised | 7.63 | -2.58 | -2.32 |
Category: Switzerland Small/Mid-Cap Equity | |||
Category Index: MSCI Switzerland Small Cap NR CHF |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -1.06 | - | - | - |
2023 | 8.81 | -2.06 | -2.88 | 6.08 |
2022 | -10.65 | -11.65 | -4.34 | 5.33 |
2021 | 1.30 | 8.65 | 1.78 | 6.61 |
2020 | -17.16 | 21.14 | 5.10 | 7.36 |
2019 | 6.86 | 10.60 | -0.82 | 2.54 |
|
Advertisement |