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sector performance

Mid-Cap Growth Funds
Rank Fund Name Currency Return
13 Eaton Vance Atlanta Capital SMID-Cap Fund;I USD 68.6%
14 Ivy Mid Cap Growth Fund;A USD 67.6%
15 Baron Asset Fund;Retail USD 67.5%
16 Columbia Acorn Fund;I USD 67.3%
17 Baron Partners Fund;Retail USD 65.6%
Rank Fund Name Currency Risk
39 Azzad Ethical Fund USD 10.6
40 Columbia Mid Cap Growth Fund;I USD 10.6
41 Baron Asset Fund;Retail USD 10.7
42 Chase Mid-Cap Growth Fund;N USD 10.7
43 Baron Small Cap Fund;Retail USD 10.8
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 4.6% 5.7% 8.1%
2017 26.1% 10.1% 7.6% 3.3% 3.1%
2016 6.2% -1.6% 2.7% 5.1% 0.0%
2015 -0.1% 3.4% 0.7% -8.3% 4.6%
2014 9.5% 0.6% 3.6% -1.5% 6.6%
2013 38.9% 14.2% 0.7% 9.2% 10.6%
2012 15.3% 14.3% -6.1% 6.1% 1.3%
2011 -2.9% 6.9% 0.9% -17.8% 9.5%
2010 21.3% 6.2% -8.7% 9.9% 13.8%
2009 31.7% -10.5% 20.7% 15.1% 5.9%
2008 -40.8% -11.8% 0.2% -7.6% -27.5%
2007 10.1% 2.9% 5.6% 2.5% -1.1%
2006 14.6% 9.3% -2.6% 0.3% 7.4%
2005 12.5% -0.6% 2.7% 5.5% 4.5%
2004 27.1% 7.7% 2.5% -1.0% 16.4%
2003 27.3% -7.1% 17.7% 6.4% 9.4%
2002 -20.0% 6.0% -8.0% -17.8% -0.2%
2001 -10.1% -16.6% 9.3% -18.9% 21.6%
2000 0.4% 10.2% -10.5% 9.2% -6.9%
1999 16.3% 7.2% 11.9% -14.9% 14.0%
1998 4.3% 10.7% -2.8% -23.5% 26.6%
1997 33.9% -3.5% 19.3% 13.6% 2.3%
1996 22.0% 14.8% 7.4% -3.1% 2.2%
1995 35.3% 10.4% 6.2% 13.6% 1.6%
1994 7.4% -2.0% -1.4% 11.9% -0.6%
1993 23.5% 6.2% 4.7% 11.2% -0.1%
1992 13.9% 6.4% -8.6% 6.0% 10.5%
1991 34.0% 18.1% -0.5% 7.2% 6.4%
1990 -18.5% -5.4% 3.2% -24.0% 9.8%
1989 25.0% 14.6% 8.9% 7.2% -6.6%
1988 34.6% 14.5% 9.7% 2.4% 4.7%
1987 11.6% -13.8%

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. Chile
  2. United States

Fund Info

  • Launch date12/06/1987
  • Share Class size2,260Mn
  • Base currencyUSD
  • ISINUS0682781002

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%