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Fisher IIG US Sm Cap Eq (IUSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.67-0.19 (-1.60%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.42%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (13 Jun 2024)20.82%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return20.82%
Worst 3-yr total return0.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIUSCXCategory
YTD1.09%12.40%
1-month3.51%3.37%
3-month-0.41%4.88%
1-year20.67%55.69%
3-year-2.31%19.34%
5-year0.00%20.72%
10-year0.00%13.98%
Last bull market30.05%27.85%
Last bear market-24.15%-24.06%

Annual total return (%) history

Year
IUSCXCategory
2024
N/AN/A
2023
20.82%N/A
2022
-26.58%N/A
2021
15.91%N/A
2020
N/A38.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.69%N/AN/AN/A
20234.04%8.83%-5.70%13.17%
2022-8.00%-24.15%-3.33%8.82%
20219.10%4.58%-1.31%2.93%
202032.19%N/AN/AN/A

Rank in category (by total return)

YTD83
1-month66
3-month60
1-year35
3-year50
5-yearN/A

Load adjusted returns

1-year20.67%
3-year-2.31%
5-yearN/A
10-yearN/A