New Capital Swiss Select Equity Fund CHF Ord AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 20.52 | -17.09 | 19.42 | 12.50 | 18.65 | -20.97 | 9.08 | -1.22 |
+/- Category | -2.53 | -2.64 | -5.36 | -3.86 | -2.12 | -4.30 | -2.26 | -0.01 |
+/- Category Index | -8.97 | 4.77 | -6.85 | -7.02 | -0.72 | -8.74 | -0.44 | -0.36 |
% Rank in Category | 78 | 78 | 83 | 75 | 70 | 85 | 69 | 49 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | 0.48 | -0.07 |
1 Week | -1.04 | 0.64 | 0.23 |
1 Month | -2.18 | 0.43 | -0.11 |
3 Months | 0.78 | -0.01 | -0.24 |
6 Months | 4.93 | 0.33 | -3.38 |
YTD | -3.89 | 0.22 | 0.41 |
1 Year | -5.37 | 1.46 | -2.09 |
3 Years Annualised | -2.91 | -1.85 | -3.87 |
5 Years Annualised | 3.34 | -2.71 | -4.69 |
10 Years Annualised | 6.94 | -3.21 | -3.10 |
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 | -1.22 | - | - | - |
2023 | 8.62 | -2.22 | -3.03 | 5.91 |
2022 | -10.79 | -11.80 | -4.49 | 5.16 |
2021 | 1.14 | 8.47 | 1.61 | 6.44 |
2020 | -17.29 | 20.94 | 4.93 | 7.18 |
2019 | 6.69 | 10.42 | -0.99 | 2.38 |
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