GlobalAccess US Equity Fund B Acc USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 6.49 | -7.36 | 27.42 | 12.13 | 27.71 | -9.42 | 15.04 | 5.00 |
+/- Category | -3.25 | -5.93 | 4.00 | -1.97 | 1.44 | 0.01 | -2.18 | - |
+/- Category Index | -4.04 | -8.19 | 1.63 | -4.63 | 0.61 | 0.37 | -4.08 | - |
% Rank in Category | 44 | 92 | 11 | 68 | 50 | 46 | 74 | - |
Trailing Returns (GBP) | 15/02/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.27 | 0.67 | -0.21 |
1 Week | 0.85 | 1.59 | 1.21 |
1 Month | 5.84 | 4.27 | 3.72 |
3 Months | 11.05 | 7.96 | 7.15 |
6 Months | 15.54 | 0.54 | -0.49 |
YTD | 5.93 | -4.61 | -5.71 |
1 Year | 14.14 | -10.46 | -12.85 |
3 Years Annualised | 11.17 | -0.42 | -1.23 |
5 Years Annualised | 12.42 | -0.92 | -2.00 |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 1.71 | 3.73 | 0.77 | 8.21 |
2022 | -5.58 | -7.89 | 2.61 | 1.50 |
2021 | 5.34 | 8.54 | 1.67 | 9.86 |
2020 | -14.52 | 19.55 | 3.64 | 5.87 |
2019 | 12.11 | 6.67 | 4.93 | 1.55 |
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