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sector performance

Small-Cap Growth Funds
Rank Fund Name Currency Loss
118 JPMorgan Small Cap Growth Fund;A USD -19.6%
119 BMO Small-Cap Growth Fund;I USD -19.7%
120 JPMorgan Small Cap Blend Fund;A USD -19.8%
120 Victory RS Small Cap Growth Fund;A USD -19.8%
122 AllianzGI Micro Cap Fund;Institutional USD -19.8%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 5.8% 8.8%
2017 41.5% 11.7% 7.6% 9.0% 7.9%
2016 7.9% -9.4% 6.0% 12.6% -0.3%
2015 -2.3% 6.0% 3.5% -15.6% 5.5%
2014 -0.5% 0.4% -3.8% -5.8% 9.4%
2013 47.3% 12.6% 6.6% 12.8% 8.8%
2012 11.9% 13.6% -7.4% 8.1% -1.6%
2011 -3.9% 9.5% -0.9% -24.5% 17.4%
2010 33.4% 8.5% -9.0% 13.6% 18.9%
2009 27.4% -7.5% 17.3% 14.0% 3.0%
2008 -43.7% -16.2% 2.1% -9.9% -27.0%
2007 13.2% 3.0% 6.8% 5.6% -2.5%
2006 15.2% 16.5% -8.4% -4.3% 12.7%
2005 5.3% -4.8% 3.2% 4.9% 2.2%
2004 9.8% 3.2% 1.4% -5.6% 11.1%
2003 38.5% -3.8% 17.0% 8.1% 13.7%
2002 -22.8% 2.3% -10.0% -17.9% 2.2%
2001 -14.3% -20.8% 13.8% -18.4% 16.5%
2000 11.4% 19.0% 5.1% 2.1% -12.7%
1999 30.1% -7.6% 14.1% -0.5% 24.0%
1998 13.5% 17.3% -2.9% -19.0% 22.9%
1997 22.1% -5.9%

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 date19/05/1997
  • Share Class size96Mn
  • Base currencyUSD
  • ISINUS4812A14986

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.53%
  • Initial investment5.25