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GlobalAccess US Small & Mid Cap Equity Fund M Acc GBP (Hedged) (0P0000V8JW.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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176.10+2.00 (+1.15%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.31%
5-year average return7.42%
Number of years up9
Number of years down3
Best 1-yr total return (3 May 2024)38.84%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return38.84%
Worst 3-yr total return2.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000V8JW.LCategory
YTD8.13%0.00%
1-month4.28%0.00%
3-month8.13%0.00%
1-year27.27%0.00%
3-year5.12%0.00%
5-year9.73%0.00%
10-year8.29%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000V8JW.LCategory
2024
N/AN/A
2023
22.01%N/A
2022
-20.25%N/A
2021
23.91%N/A
2020
9.26%N/A
2019
30.40%N/A
2018
-14.62%N/A
2017
14.97%N/A
2016
15.36%N/A
2015
-1.65%N/A
2014
7.98%N/A
2013
38.84%N/A
2012
11.83%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.13%N/AN/AN/A
20233.66%6.31%-4.02%15.36%
2022-7.68%-16.10%-3.26%6.44%
202112.23%3.78%-1.37%7.86%
2020-31.59%22.75%4.70%24.27%
201916.73%3.39%0.16%7.86%
2018-0.08%3.64%1.55%-18.81%
20172.72%1.61%4.19%5.72%
20161.46%2.10%5.09%5.97%
20153.31%0.43%-9.14%4.33%
20140.71%2.96%-3.56%7.98%
201311.74%5.03%9.15%8.39%
201213.31%-7.01%5.09%1.00%
201111.32%N/AN/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year27.27%
3-year5.12%
5-year9.73%
10-year8.29%