VT Downing Small & Mid-Cap Income Fund AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 16.98 | -18.40 | 18.30 | -11.93 | 23.43 | -11.12 | 1.32 | 9.43 |
+/- Category | 6.25 | -7.84 | -0.64 | 0.62 | 5.62 | -7.68 | -5.44 | 2.87 |
+/- Category Index | - | - | - | - | - | - | -6.30 | 2.14 |
% Rank in Category | 8 | 98 | 68 | 51 | 15 | 84 | 94 | 9 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.29 | 0.99 |
1 Week | 1.72 | 0.98 | 1.62 |
1 Month | 7.43 | 4.04 | 6.36 |
3 Months | 11.07 | 5.08 | 6.80 |
6 Months | 18.57 | 7.56 | 8.52 |
YTD | 14.28 | 5.36 | 6.15 |
1 Year | 18.49 | 2.05 | 3.53 |
3 Years Annualised | 3.86 | -2.15 | -3.99 |
5 Years Annualised | 4.31 | -0.68 | -0.67 |
10 Years Annualised | 3.66 | -1.63 | -2.16 |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.45 | 8.94 | - | - |
2023 | -1.75 | -0.09 | -1.40 | 4.69 |
2022 | -6.21 | -3.60 | -8.24 | 7.13 |
2021 | 4.16 | 8.71 | 6.52 | 2.34 |
2020 | -32.06 | 12.20 | -0.03 | 15.56 |
2019 | 3.80 | 2.62 | 0.04 | 11.01 |
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