VT De Lisle America B USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 4.36 | -16.20 | 22.09 | 13.12 | 35.39 | 1.13 | 14.62 | 8.90 |
+/- Category | -2.81 | -11.52 | 0.85 | -10.40 | 16.54 | 13.89 | 4.12 | -0.49 |
+/- Category Index | - | - | - | - | 18.22 | 10.62 | 2.47 | 0.72 |
% Rank in Category | 59 | 96 | 42 | 65 | 5 | 2 | 20 | 48 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.18 | 1.05 | 1.75 |
1 Week | 0.24 | -0.01 | -1.39 |
1 Month | -1.69 | 0.17 | -0.36 |
3 Months | -3.80 | -0.60 | -0.68 |
6 Months | 5.22 | 3.29 | 4.21 |
YTD | 1.67 | -0.58 | -0.04 |
1 Year | 6.99 | -1.52 | -0.73 |
3 Years Annualised | 6.82 | 5.23 | 4.55 |
5 Years Annualised | 13.20 | 5.83 | 6.03 |
10 Years Annualised | 13.99 | 2.83 | 4.04 |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Small Extended NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.23 | -4.13 | - | - |
2023 | -1.74 | 1.60 | 10.52 | 3.88 |
2022 | 0.98 | -8.05 | 4.15 | 4.58 |
2021 | 22.52 | 5.21 | 1.78 | 3.20 |
2020 | -29.26 | 30.36 | 0.97 | 21.48 |
2019 | 8.14 | 7.01 | 1.99 | 3.44 |
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