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BMO Global Smaller Companies Plc (FCS.NZ)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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1,243.00-11.00 (-0.88%)
As of 06:07PM EDT. Market open.

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up36
Number of years down12
Best 1-yr total return (Invalid Date)35.24%
Worst 1-yr total return (Invalid Date)-21.91%
Best 3-yr total return35.24%
Worst 3-yr total return-5.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFCS.NZCategory
YTD-9.39%5.81%
1-month1.31%1.05%
3-month5.24%5.81%
1-year-5.29%13.86%
3-year2.26%3.55%
5-year9.22%9.56%
10-year11.49%3.83%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
FCS.NZCategory
2020
N/AN/A
2019
22.89%N/A
2018
-7.82%N/A
2017
13.99%N/A
2016
25.02%N/A
2015
11.42%1.01%
2014
6.25%-0.32%
2013
31.18%32.38%
2012
19.96%17.41%
2011
-4.44%-13.29%
2010
29.60%20.78%
2009
33.66%45.00%
2008
-21.91%-45.71%
2007
-6.95%4.71%
2006
17.04%23.58%
2005
35.24%14.41%
2004
25.34%20.86%
2003
39.06%50.04%
2002
-27.22%-15.14%
2001
-13.72%-13.44%
2000
-6.73%0.04%
1999
49.22%76.20%
1998
4.59%4.38%
1997
8.34%-0.37%
1996
8.63%19.40%
1995
15.25%6.56%
1994
-3.81%2.14%
1993
45.96%48.05%
1992
18.68%5.10%
1991
27.98%27.50%
1990
-22.33%-8.13%
1989
35.61%28.87%
1988
11.29%13.42%
1987
-4.76%-8.07%
1986
29.10%25.47%
1985
5.31%43.53%
1984
15.68%0.41%
1983
29.76%38.90%
1982
25.16%36.11%
1981
13.52%N/A
1980
47.25%N/A
1979
0.98%N/A
1978
14.71%N/A
1977
15.88%N/A
1976
6.57%N/A
1975
94.29%N/A
1974
-42.44%N/A
1973
N/AN/A
1971
30.69%N/A
1970
-16.22%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-28.66%N/AN/AN/A
20198.33%4.95%3.40%4.53%
2018-3.15%7.73%3.78%-14.88%
20173.58%2.16%3.38%4.19%
20161.53%3.38%11.40%6.93%
201510.06%-0.24%-4.50%6.26%
20141.57%0.08%-0.45%4.99%
201318.11%-0.87%5.09%6.63%
201210.44%-3.75%6.55%5.92%
20113.23%2.31%-16.67%8.58%
201011.14%-6.52%9.51%13.91%
2009-10.47%19.54%24.51%0.30%
2008-7.33%-0.88%-3.50%-11.90%
20074.92%2.15%-7.42%-6.22%
200613.74%-7.95%3.09%8.43%
20054.09%5.46%10.19%11.79%
20049.50%2.47%0.80%10.83%
2003-7.01%22.56%13.02%7.96%
20024.20%-9.94%-22.40%-0.06%
2001-9.28%5.81%-23.07%16.85%
20005.94%-4.33%0.13%-8.09%
19998.63%10.14%2.55%21.62%
199814.35%3.89%-19.41%9.25%
19973.43%2.53%4.10%-1.86%
19967.47%5.36%-1.95%-2.16%
1995-4.38%6.26%9.24%3.84%
19941.56%-4.90%1.73%-2.11%
199314.46%7.10%11.08%7.19%
19921.14%-0.85%-2.20%21.01%
199125.89%0.97%4.71%-3.84%
1990-4.94%3.30%-22.91%2.61%
198913.34%9.37%10.25%-0.77%
19887.93%10.79%-4.50%-2.54%
198714.66%12.61%7.37%-31.30%
198617.58%7.73%-2.46%4.49%
19850.35%-5.74%-2.43%14.11%
19848.09%-9.10%11.47%5.61%
198311.90%10.71%-0.70%5.48%
1982-4.11%1.48%6.76%20.49%
198111.95%12.41%-16.02%7.42%
1980-0.54%20.52%13.12%8.60%
197911.18%-9.18%7.83%-7.26%
197811.66%11.66%9.63%-9.53%
19775.22%8.13%5.80%-3.73%
19766.26%-1.45%-5.17%7.32%
19750.00%0.00%1.48%11.17%
19742.62%-18.49%-33.98%2.62%
197317.16%-0.14%-18.00%N/A
1971N/AN/AN/AN/A
1970N/AN/AN/AN/A

Rank in category (by total return)

YTD81
1-month55
3-month33
1-year74
3-year60
5-year75

Load adjusted returns

1-year-5.29%
3-year2.26%
5-year9.22%
10-year11.49%