Data provided by:
PF(LUX) USA Index-PC Performance
All performances are expressed as percentage change, calculated in Euros on a bid to bid basis with income (dividends) reinvested gross of any applicable taxes.
| 6 months | 1 year | 3 years | 5 years | Since Launch | |
|---|---|---|---|---|---|
| PF(LUX) USA Index-PC | -6.25 | -14.31 | -6.92 | 7.93 | -17.57 |
| Sector (Equity North America) | 1.66 | -1.28 | 4.66 | 17.60 | N/A |
| Absolute Ranking in Sector | 106 out of 271 | 105 out of 258 | 96 out of 215 | 76 out of 189 | N/A |
| Best Fund in Sector (click to see best fund for each period) | |||||
| Quartile Ranking | 2 | 3 | 2 | 2 |
Percentage return on Investment over entire period shown. Also shows ranking within the GIF Sector. Quartile ranking shows which of the four quartiles the fund is in for each time period.
| 0–12 months | 12–24 months | 24–36 months | 36–48 months | 48–60 months | |
|---|---|---|---|---|---|
| PF(LUX) USA Index-PC | -13.14 | 10.47 | 3.79 | 8.04 | 6.96 |
| Sector (Equity North America) | -11.78 | 9.44 | 4.46 | 7.67 | 6.24 |
| Quartile Ranking | 3 | 2 | 3 | 2 | 2 |
This table shows how consistently the fund achieves its returns. For each of the 12 month periods making up the last 5 years, this table shows the percentage growth achieved. The fund is also ranked within its general sector for each discrete 12 month period; the quartile ranking shows which of four quartiles the fund was in for each period.
| 3 years | 4 years | 5 years | 7 years | 10 years | |
|---|---|---|---|---|---|
| PF(LUX) USA Index-PC | 3.62% | 3.55% | 3.4% | 4.58% | |
| Sector (Equity North America) | 3.91% | 3.88% | 3.72% | 4.80% | 5.33% |
| Volatility Ranking in Sector | 33 out of 215 | 33 out of 202 | 31 out of 189 | 41 out of 145 | |
| Least Volatile Fund in Sector | 2.80% | 2.85% | 2.84% | 3.67% | 4.15% |
| Most Volatile Fund in Sector | 2.80% | 5.56% | 5.44% | 6.57% | 8.63% |
| Quartile Ranking | 1 | 1 | 1 | 2 |
Volatility is a measurement of the total deviation (movement) of a funds past performance. It is sometimes used to represent the 'riskiness' of a funds past performance. The greater the value the more the funds performances have fluctuated over the time period being assessed. Quartile Ranks - (1) Least Volatile and (4) Most Volatile against other funds in sector