VT Momentum Diversified Growth Fund B AccumulationRegister 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 | 15.31 | -1.46 | 13.81 | 3.87 | 13.63 | -9.12 | 6.68 | 3.94 |
+/- Category | 2.60 | 5.74 | -4.24 | -3.03 | 0.07 | 0.68 | -2.75 | -3.62 |
+/- Category Index | - | - | - | -2.11 | -2.68 | -3.28 | -5.74 | -5.41 |
% Rank in Category | 15 | 3 | 92 | 72 | 55 | 46 | 81 | 95 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.17 | 0.01 | 0.28 |
1 Week | 1.09 | 0.68 | 0.83 |
1 Month | 3.29 | 1.57 | 1.94 |
3 Months | 5.24 | 2.07 | 0.78 |
6 Months | 8.79 | -0.47 | -2.09 |
YTD | 6.98 | -1.21 | -3.16 |
1 Year | 15.46 | 0.50 | -2.78 |
3 Years Annualised | 2.43 | -1.24 | -4.88 |
5 Years Annualised | 4.53 | -1.37 | -3.37 |
10 Years Annualised | 6.53 | -0.50 | -2.59 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 1.44 | 2.47 | - | - |
2023 | -0.38 | -0.59 | 0.97 | 6.68 |
2022 | -1.83 | -5.98 | -5.94 | 4.68 |
2021 | 5.90 | 3.76 | 2.44 | 0.96 |
2020 | -23.17 | 15.81 | 2.33 | 14.08 |
2019 | 6.68 | 3.49 | 0.85 | 2.21 |
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