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GlobalAccess US Small & Mid Cap Equity Fund I Acc GBP (Hedged) (0P0000X7GF.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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176.70+2.00 (+1.14%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.49%
5-year average return7.50%
Number of years up8
Number of years down3
Best 1-yr total return (2 May 2024)38.51%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return38.51%
Worst 3-yr total return2.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X7GF.LCategory
YTD8.10%0.00%
1-month4.21%0.00%
3-month8.10%0.00%
1-year27.08%0.00%
3-year4.95%0.00%
5-year9.56%0.00%
10-year8.11%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X7GF.LCategory
2024
N/AN/A
2023
21.75%N/A
2022
-20.33%N/A
2021
23.71%N/A
2020
9.10%N/A
2019
30.14%N/A
2018
-14.76%N/A
2017
14.85%N/A
2016
15.10%N/A
2015
-1.84%N/A
2014
7.94%N/A
2013
38.51%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.10%N/AN/AN/A
20233.57%6.28%-4.00%15.22%
2022-7.69%-16.11%-3.38%6.48%
202112.20%3.75%-1.42%7.81%
2020-31.65%22.77%4.66%24.23%
201916.63%3.44%0.00%7.87%
2018-0.17%3.59%1.45%-18.76%
20172.78%1.49%4.13%5.73%
20161.43%2.07%5.11%5.78%
20153.25%0.42%-9.19%4.25%
20140.82%2.90%-3.60%7.94%
201311.81%4.78%9.12%8.35%

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-year27.08%
3-year4.95%
5-year9.56%
10-year8.11%