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sector performance

Large-Cap Growth Funds
Rank Fund Name Currency Loss
132 PGIM Jennison Growth Fund;A USD -12.6%
133 Chesapeake Growth Fund USD -12.6%
133 Value Line Larger Companies Focused Fund;Investor USD -12.6%
135 Transamerica Capital Growth;A USD -12.7%
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Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 5.5% 8.6% 6.9%
2017 33.8% 12.7% 7.9% 8.1% 1.8%
2016 0.2% -5.6% 1.8% 10.0% -5.1%
2015 9.9% 5.8% 0.2% -5.7% 9.9%
2014 12.4% 1.8% 3.7% 1.9% 4.5%
2013 30.1% 8.0% 1.0% 7.8% 10.6%
2012 14.8% 13.8% -5.1% 5.5% 0.9%
2011 -0.3% 6.1% 2.5% -16.8% 10.1%
2010 14.1% 3.3% -10.5% 11.4% 10.9%
2009 17.6% -8.5% 8.5% 11.6% 6.2%
2008 -38.1% -9.4% 4.1% -16.4% -21.5%
2007 15.6% 0.8% 8.5% 6.3% -0.6%
2006 11.3% 9.7% -5.0% 0.3% 6.6%
2005 10.3% -2.4% 4.3% 7.8% 0.6%
2004 8.6% 1.7% -0.7% -2.2% 10.1%
2003 15.6% -1.6% 9.5% 1.4% 5.8%
2002 -27.0% 0.0% -13.7% -15.2% -0.2%
2001 -10.5% -13.4% 10.0% -17.3% 13.5%
2000 -13.9% 6.4% -4.3% -1.0% -14.6%
1999 31.0% 10.6% 2.2% -3.9% 20.6%
1998 39.6% 14.9% 7.0% -13.3% 31.0%
1997 23.8% -6.4% 18.8% 14.4% -2.6%
1996 22.3% 7.5% 3.3% 8.5% 1.5%
1995 37.1% 8.5% 12.6% 12.4% -0.2%
1994 -3.7% -5.3% -5.6% 7.4% 0.2%
1993 16.2% 4.0% 3.8% 11.0% -3.0%
1992 -2.5% -7.0% -9.4% 4.3% 11.0%
1991 46.4% 22.3% -2.1% 8.0% 13.2%
1990 -1.6% -3.8% 10.2% -15.7% 10.0%
1989 32.3% 7.6% 7.3% 13.9% 0.6%
1988 6.4% 4.0% 5.0% -4.5% 2.1%
1987 2.8% 22.1% 1.7% 8.5% -23.7%
1986 23.1% 20.2% 10.2% -13.2% 7.2%
1985 27.1% 10.6% 9.5% -8.9% 15.3%
1984 -8.9% -13.9% -3.0% 5.7% 3.2%
1983 8.0% 10.7% 8.8% -3.9% -6.7%
1982 28.6% 2.0% 1.1% 13.3% 10.0%
1981 15.9% 10.7% 4.0% -9.0% 10.6%
1980 29.5% -7.4% 16.1% 8.2% 11.4%
1979 26.2% 6.8% 3.7% 8.8% 4.8%
1978 27.6% 2.9% 21.9% 14.4% -11.1%
1977 51.5% 4.7% 15.5% 5.3% 19.0%
1976 46.8% 34.6% 4.8% -2.1% 6.2%
1975 59.1% 55.6% 21.4% -18.6% 3.6%
1974 -30.6% 18.9% -22.6% -25.1% 0.6%
1973 -48.2% -20.0% -27.7% 31.3% -31.8%
1972 -3.8% -7.2% 1.9%

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 date20/03/1972
  • Share Class size276Mn
  • Base currencyUSD
  • ISINUS9204471091

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management0.73%