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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.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.95%
5-year average return12.75%
Number of years up5
Number of years down1
Best 1-yr total return (2 May 2024)52.17%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return52.17%
Worst 3-yr total return2.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00019ZJP.LCategory
YTD11.06%0.00%
1-month3.08%0.00%
3-month11.06%0.00%
1-year31.71%0.00%
3-year4.56%0.00%
5-year13.71%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00019ZJP.LCategory
2024
N/AN/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/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.06%N/AN/AN/A
20232.60%5.34%-2.57%15.55%
2022-10.68%-12.78%11.10%-3.40%
20215.56%2.67%-1.14%-0.32%
2020-14.14%35.97%4.17%25.13%
201914.07%6.49%-4.89%2.20%
20180.76%17.93%7.40%-21.53%
2017-0.44%6.62%4.97%N/A

Rank in category (by total return)

YTD16
1-month64
3-month16
1-year5
3-year51
5-year8

Load adjusted returns

1-year31.71%
3-year4.56%
5-year13.71%
10-yearN/A