US Small-Mid Cap Growth Fund

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As of 31.08.2020

Investment Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs. Life of Fund
3/17/2004
US Small-Mid Cap Growth Fund 5.29% 10.67% 12.79% 14.82% 13.37% 15.56% 10.60%
Russell 2500™ Growth Index (USD) 4.50% 12.45% 21.99% 15.21% 13.09% 15.58% 10.40%

Calendar Year Total Returns

  2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
US Small-Mid Cap Growth Fund 29.71% -2.84% 27.98% 5.87% 4.23% 7.81% 41.05% 11.44% -0.96% 20.57%
Russell 2500™ Growth Index (USD) 32.65% -7.47% 24.46% 9.73% -0.19% 7.05% 40.65% 16.13% -1.57% 28.86%

The Russell 2500TM Growth Index measures the performance of those Russell 2,500 companies with above average price-to-book ratios and forecasted growth rates.

Performance cited represents past performance. Past performance does not guarantee future results and current performance may be lower or higher than the data quoted. Returns shown are average annual total returns, which assume reinvestment of dividends and capital gains. Investment returns and principal will fluctuate with market and economic conditions and you may have a gain or loss when you sell shares.