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Fisher IIG US Sm Cap Eq (IUSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.62-0.16 (-1.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.84%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (16 Apr 2024)20.82%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return20.82%
Worst 3-yr total return0.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIUSCXCategory
YTD5.69%12.40%
1-month4.12%3.37%
3-month5.69%4.88%
1-year22.74%55.69%
3-year-0.13%19.34%
5-year0.00%20.72%
10-year0.00%13.98%
Last bull market47.92%27.85%
Last bear market-24.15%-24.06%

Annual total return (%) history

Year
IUSCXCategory
2024
N/AN/A
2023
20.82%N/A
2022
-26.58%N/A
2021
15.91%N/A
2020
N/A38.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.69%N/AN/AN/A
20234.04%8.83%-5.70%13.17%
2022-8.00%-24.15%-3.33%8.82%
20219.10%4.58%-1.31%2.93%
202032.19%N/AN/AN/A

Rank in category (by total return)

YTD72
1-month7
3-month72
1-year24
3-year40
5-yearN/A

Load adjusted returns

1-year22.74%
3-year-0.13%
5-yearN/A
10-yearN/A