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Money
The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
New Capital US Small Cap Growth Fund (0P00019ZJP.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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23,115.00
+444.00
(+1.96%)
As of 09:00PM BST. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
8.95%
5-year average return
12.75%
Number of years up
5
Number of years down
1
Best 1-yr total return (2 May 2024)
52.17%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
52.17%
Worst 3-yr total return
2.81%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P00019ZJP.L
Category
YTD
11.06%
0.00%
1-month
3.08%
0.00%
3-month
11.06%
0.00%
1-year
31.71%
0.00%
3-year
4.56%
0.00%
5-year
13.71%
0.00%
10-year
0.00%
0.00%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P00019ZJP.L
Category
2024
N/A
N/A
2023
21.68%
N/A
2022
-16.39%
N/A
2021
6.80%
N/A
2020
52.17%
N/A
2019
18.08%
N/A
2018
0.15%
N/A
2017
N/A
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
11.06%
N/A
N/A
N/A
2023
2.60%
5.34%
-2.57%
15.55%
2022
-10.68%
-12.78%
11.10%
-3.40%
2021
5.56%
2.67%
-1.14%
-0.32%
2020
-14.14%
35.97%
4.17%
25.13%
2019
14.07%
6.49%
-4.89%
2.20%
2018
0.76%
17.93%
7.40%
-21.53%
2017
-0.44%
6.62%
4.97%
N/A
Rank in category (by total return)
YTD
16
1-month
64
3-month
16
1-year
5
3-year
51
5-year
8
Load adjusted returns
1-year
31.71%
3-year
4.56%
5-year
13.71%
10-year
N/A
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