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Artemis Funds (Lux) - US Smaller Companies - I accumulation GBP/  LU2262941987  /

Fonds
NAV20/09/2024 Chg.-0.0075 Type of yield Investment Focus Investment company
1.1977GBP -0.62% reinvestment Equity Mixed Sectors FundRock M. Co. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2023 - - - -2.76 -0.58 4.82 1.30 3.46 -2.51 -10.13 7.65 12.72 -
2024 0.21 9.13 6.71 -5.34 0.35 -0.12 1.04 -1.43 1.28 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 19.48% 20.45% 18.70% -% -%
Sharpe ratio 0.68 -0.20 0.90 - -
Best month +12.72% +6.71% +12.72% - -
Worst month -5.34% -5.34% -10.13% - -
Maximum loss -13.54% -13.54% -13.54% - -
Outperformance - - - - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Artemis Funds (Lux) - US Smaller... reinvestment 1.1977 +20.29% -
Artemis Funds (Lux) - US Smaller... reinvestment 1.9007 +23.90% +5.32%
Artemis Funds (Lux) - US Smaller... paying dividend 1.7907 +20.77% +4.49%
Artemis Funds (Lux) - US Smaller... paying dividend 1.7532 +29.41% +1.15%
Artemis Funds (Lux) - US Smaller... reinvestment 1.7718 +28.90% +0.21%
Artemis Funds (Lux) - US Smaller... reinvestment 1.7264 +23.85% +5.20%
Artemis Funds (Lux) - US Smaller... reinvestment 1.7313 +28.84% +0.10%
Artemis Funds (Lux) - US Smaller... reinvestment 1.7556 +29.41% +1.39%
Artemis Funds (Lux) - US Smaller... reinvestment 1.6545 +27.88% -2.13%

Performance

YTD  
+11.68%
6 Months
  -0.29%
1 Year  
+20.29%
3 Years     -
5 Years     -
10 Years     -
Since start  
+23.53%
Year