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UK markets close in 3 hours 58 minutes
FTSE 100
8,370.53
+0.20
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FTSE 250
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(+0.10%)
AIM
803.81
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Aperture Discover Equity Instl (ADISX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.97
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-5.43%
5-year average return
0.00%
Number of years up
3
Number of years down
1
Best 1-yr total return (22 Jan 2024)
58.99%
Worst 1-yr total return (22 Jan 2024)
N/A
Best 3-yr total return
58.99%
Worst 3-yr total return
0.05%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
ADISX
Category
YTD
18.66%
12.40%
1-month
11.22%
3.37%
3-month
16.00%
4.88%
1-year
18.66%
55.69%
3-year
0.05%
19.34%
5-year
0.00%
20.72%
10-year
0.00%
13.98%
Last bull market
70.27%
27.85%
Last bear market
-22.78%
-24.06%
Annual total return (%) history
Year
ADISX
Category
2023
18.66%
N/A
2022
-34.55%
N/A
2021
28.95%
N/A
2020
58.99%
38.62%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2023
7.87%
7.29%
-11.61%
16.00%
2022
-19.07%
-22.78%
-2.32%
7.21%
2021
12.66%
11.75%
0.51%
1.90%
2020
-29.57%
59.86%
10.03%
28.35%
Rank in category (by total return)
YTD
38
1-month
26
3-month
5
1-year
38
3-year
36
5-year
N/A
Load adjusted returns
1-year
18.66%
3-year
0.05%
5-year
N/A
10-year
N/A
Data disclaimer
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