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sector performance

Large-Cap Growth
Rank Fund Name Currency Return
122 Virtus Silvant Large-Cap Growth Stock Fund;A USD 25.7%
123 Polen Growth Fund;Institutional USD 25.7%
124 Chase Growth Fund;N USD 25.5%
125 Calvert Equity Fund;A USD 25.4%
126 Victory Newbridge Large Cap Growth Fund;A USD 25.2%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% 4.2% 6.6%
2016 2.6% -0.8% 0.8% 3.0% -0.5%
2015 4.4% 5.7% 1.5% -8.2% 6.0%
2014 13.5% 3.5% 5.2% -1.0% 5.3%
2013 32.3% 8.1% 2.1% 6.3% 12.8%
2012 13.4% 14.3% -2.3% 4.1% -2.5%
2011 -1.5% 5.2% -0.2% -13.2% 8.2%
2010 13.0% 1.7% -8.2% 9.5% 10.5%
2009 13.3% -7.8% 7.2% 7.8% 6.3%
2008 -33.5% -8.9% 0.9% -9.8% -19.7%
2007 20.0% 1.3% 5.1% 9.9% 2.7%
2006 1.4% 3.3% -3.2% -0.2% 1.6%
2005 11.4% 1.9% 2.0% 5.1% 2.0%
2004 16.9% 8.3% 1.1% -1.0% 7.9%
2003 17.9% -0.1% 7.8% -1.0% 10.6%
2002 -13.5% 2.4% -3.4% -8.1% -4.9%
2001 -13.7% -10.1% 2.6% -9.2% 3.0%
2000 2.9% 4.4% -3.0% 4.5% -2.7%
1999 26.7% 5.0% 2.0% -3.4% 22.5%
1998 29.6% 12.1% 1.5% -7.9% 23.7%

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 date02/12/1997
  • Share Class size45Mn
  • Base currencyUSD
  • ISINUS0079898096

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Annual management0.75%