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Mercer Funds - Mercer US Small/Mid Cap Equity Fund (MSCGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
12.30+0.14 (+1.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.12%
5-Year Average Return10.83%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Oct 23, 2024)44.13%
Worst 1 Yr Total Return (Oct 23, 2024)N/A
Best 3-Yr Total Return44.13%
Worst 3-Yr Total Return4.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSCGXCategory
YTD12.49%20.19%
1-Month1.07%0.02%
3-Month8.02%4.36%
1-Year24.94%60.18%
3-Year4.77%11.32%
5-Year11.20%13.88%
10-Year9.18%11.19%
Last Bull Market28.83%27.98%
Last Bear Market-14.66%-24.08%

Annual Total Return (%) History

Year
MSCGXCategory
2024
N/AN/A
2023
15.25%N/A
2022
-16.75%N/A
2021
24.36%N/A
2020
15.70%10.99%
2019
29.35%23.75%
2018
-13.14%-12.72%
2017
18.93%12.28%
2016
10.80%20.78%
2015
-1.96%-5.38%
2014
4.43%3.79%
2013
37.04%37.39%
2012
16.39%15.46%
2011
-1.81%-4.07%
2010
25.11%25.61%
2009
44.13%31.80%
2008
-44.59%-36.56%
2007
8.11%-1.10%
2006
12.46%15.03%
2005
N/A6.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.27%-4.71%8.02%N/A
20233.57%3.44%-3.14%11.07%
2022-7.60%-14.66%-3.08%8.93%
202111.08%4.99%0.07%6.56%
2020-30.23%26.07%6.58%23.40%
201915.15%3.68%-1.05%9.49%
2018-0.16%4.14%3.69%-19.43%
20175.45%2.30%4.05%5.95%
2016-3.65%1.99%5.48%6.89%
20155.89%0.98%-11.66%3.80%
2014-0.48%1.21%-2.86%6.74%
201311.48%1.93%10.52%9.13%
201215.74%-6.54%6.08%1.44%
20119.95%-0.16%-20.21%12.11%
20107.38%-11.59%13.57%16.04%
2009-1.75%17.29%16.80%7.08%
2008-14.36%6.50%-16.79%-26.99%
20072.19%9.43%-0.55%-2.80%
200611.85%-7.59%2.17%6.50%
20054.80%N/AN/AN/A

Rank In Category (By Total Return)

YTD30
1-Month28
3-Month69
1-Year58
3-Year44
5-Year35

Load Adjusted Returns

1-Year24.94%
3-Year4.77%
5-Year11.20%
10-Year9.18%