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Artemis US Sm.Comp.Fd.I Acc GBP/  GB00BMMV5766  /

Fonds
NAV2024-04-26 Chg.+0.0800 Type of yield Investment Focus Investment company
3.7044GBP +2.21% reinvestment Equity Mixed Sectors FundRock M. Co. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - - - - 3.95 1.67 -
2015 3.35 3.81 4.65 -2.85 2.72 -4.05 3.84 -4.30 -2.94 2.95 5.30 -1.48 +10.75%
2016 -8.48 9.31 2.32 -0.75 0.69 8.26 8.42 1.17 2.35 3.99 4.16 3.27 +39.06%
2017 1.18 4.87 -1.84 -1.85 2.08 0.56 1.08 1.97 -1.50 4.49 -0.49 0.76 +11.60%
2018 -1.21 0.18 -1.64 6.27 8.66 2.19 -0.38 12.46 -0.61 -9.30 2.60 -11.01 +5.92%
2019 6.27 4.34 1.20 4.42 -2.68 5.02 8.62 -1.55 -3.29 -2.88 5.26 -1.05 +25.27%
2020 2.85 -7.75 -14.86 14.70 9.38 1.08 1.77 3.92 0.17 2.93 5.16 6.06 +24.58%
2021 2.75 3.11 3.47 4.91 -3.02 1.26 0.47 4.19 0.73 0.70 -1.36 -0.45 +17.75%
2022 -12.81 4.46 3.61 -5.91 -5.18 -8.63 9.14 4.68 -3.02 0.88 -1.50 -4.80 -19.38%
2023 4.80 2.28 -7.90 -2.75 0.58 4.59 0.70 3.26 -2.65 -9.96 7.98 13.41 +12.74%
2024 0.34 7.69 7.46 -4.50 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 16.96% 16.41% 16.62% 19.80% 21.86%
Sharpe ratio 2.06 4.87 1.59 -0.15 0.27
Best month +13.41% +13.41% +13.41% +13.41% +14.70%
Worst month -4.50% -9.96% -9.96% -12.81% -14.86%
Maximum loss -8.37% -8.37% -14.58% -30.55% -32.93%
Outperformance +3.99% - +1.88% +22.12% +66.73%
 
All quotes in GBP

Performance

YTD  
+10.89%
6 Months  
+35.49%
1 Year  
+30.26%
3 Years  
+3.02%
5 Years  
+59.24%
Since start  
+270.44%
Year
2023  
+12.74%
2022
  -19.38%
2021  
+17.75%
2020  
+24.58%
2019  
+25.27%
2018  
+5.92%
2017  
+11.60%
2016  
+39.06%
2015  
+10.75%