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sector performance

Large-Cap Growth
Rank Fund Name Currency Return
147 Chesapeake Growth Fund USD 22.1%
148 Transamerica Concentrated Growth;I USD 21.9%
149 Bridges Investment Fund USD 21.4%
150 White Oak Select Growth Fund USD 20.7%
151 Monetta Fund USD 20.0%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.9% 3.0% 4.8%
2016 7.1% -2.0% -0.7% 6.5% 3.3%
2015 0.3% 1.8% 1.1% -7.0% 4.8%
2014 9.4% 1.0% 5.3% -0.2% 3.1%
2013 33.0% 8.3% 2.7% 7.5% 11.2%
2012 14.2% 15.1% -5.5% 6.3% -1.3%
2011 0.6% 5.4% -1.5% -13.4% 11.9%
2010 11.5% 6.1% -13.4% 11.8% 8.5%
2009 34.6% -4.6% 17.3% 13.4% 6.1%
2008 -35.5% -8.2% 0.5% -8.9% -23.3%
2007 4.7% -0.4% 4.6% 1.4% -0.9%
2006 2.0% 1.3% -4.7% 1.0% 4.5%
2005 6.0% -4.1% 3.5% 3.5% 3.3%
2004 8.4% 2.8% -1.0% -2.3% 9.0%
2003 35.6% -2.6% 21.3% 3.3% 11.1%
2002 -25.1% -3.3% -14.8% -14.8% 6.6%
2001 -18.9% -14.9% 3.3% -18.4% 13.1%
2000 -14.2% 1.7% -7.7% 0.7% -9.1%
1999 38.8% 7.0% 5.6% -4.0% 28.1%
1998 27.0% 11.2% 4.5% -7.7% 18.5%
1997 21.6% 1.8% 13.1% 5.0% 0.6%
1996 17.9% 5.2% 4.0% 1.1% 6.6%
1995 5.7%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/07/1963
  • Share Class size143Mn
  • Base currencyUSD
  • ISINUS1084391002

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%