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sector performance

Large-Cap Growth Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 29.5% 9.2% 4.8% 4.5% 8.3%
2016 2.8% -0.5% -0.5% 4.7% -0.8%
2015 5.1% 2.9% 0.1% -6.2% 8.9%
2014 9.8% 0.4% 3.9% 0.5% 4.8%
2013 34.0% 9.0% 2.5% 8.2% 10.9%
2012 15.8% 15.7% -5.9% 7.3% -0.9%
2011 -3.8% 4.2% -2.2% -16.2% 12.6%
2010 10.1% 1.4% -14.0% 12.3% 12.5%
2009 45.7% -1.0% 20.4% 14.5% 6.7%
2008 -45.9% -11.2% 2.2% -17.8% -27.5%
2007 18.1% 1.2% 7.2% 6.6% 2.2%
2006 6.3% 3.6% -4.0% 1.0% 5.7%
2005 10.3% -2.5% 2.3% 6.7% 3.6%
2004 4.7% -0.1% -0.1% -3.6% 8.7%
2003 31.4% -6.0% 18.4% 4.2% 13.3%
2002 -33.8% -3.0% -23.7% -15.3% 5.6%
2001 -24.1% -20.2% 3.4% -22.3% 18.3%
2000 -10.6% 7.7% -0.7% -5.7% -11.3%
1999 46.3% 8.8% 7.4% -0.8% 26.1%
1998 29.8% 12.9% 3.3% -14.5% 30.2%
1997 42.7% 1.5% 19.4% 14.2% 3.1%
1996 19.4% 7.2% 2.5% 4.2% 4.4%
1995 32.7% 6.0% 10.2% 8.4% 4.9%
1994 -3.4% -5.9% -3.1% 6.4% -0.5%
1993 11.3% 0.6% 0.6% 7.3% 2.5%
1992 4.5% -4.8% -2.7% 4.0% 8.5%
1991 34.3% 11.7% -0.9% 8.3% 12.0%
1990 -2.0% -2.0% 6.4% -11.5% 6.2%
1989 40.1% 10.6% 12.4% 11.0% 1.5%
1988 39.1% 16.1% 14.1% 2.5% 2.5%
1987 4.1% -15.7%

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 date10/04/1987
  • Share Class size588Mn
  • Base currencyUSD
  • ISINUS36464V1044

Purchase Info

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

Charges

  • Annual management1.00%