VT Momentum Diversified Growth Fund N AccumulationRegister 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 | 15.02 | -1.71 | 13.50 | 3.62 | 13.35 | -9.35 | 6.41 | 7.32 |
+/- Category | 2.31 | 5.49 | -4.55 | -3.29 | -0.21 | 0.45 | -3.02 | -0.36 |
+/- Category Index | - | - | - | -2.37 | -2.96 | -3.50 | -6.01 | -3.04 |
% Rank in Category | 17 | 3 | 95 | 73 | 57 | 48 | 84 | 64 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.55 | 0.51 | -0.32 |
1 Week | 1.49 | -0.49 | -0.84 |
1 Month | -1.24 | 0.89 | 0.25 |
3 Months | 0.22 | 1.55 | 0.21 |
6 Months | 7.31 | 2.68 | -0.22 |
YTD | 5.34 | -0.37 | -3.28 |
1 Year | 12.00 | 1.11 | -2.94 |
3 Years Annualised | 1.02 | -1.13 | -5.02 |
5 Years Annualised | 4.13 | -1.41 | -3.71 |
10 Years Annualised | 6.07 | -0.59 | -2.82 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.37 | 2.41 | - | - |
2023 | -0.44 | -0.65 | 0.90 | 6.62 |
2022 | -1.89 | -6.04 | -6.00 | 4.61 |
2021 | 5.83 | 3.69 | 2.38 | 0.89 |
2020 | -23.22 | 15.74 | 2.27 | 14.01 |
2019 | 6.60 | 3.42 | 0.78 | 2.15 |
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