VT Momentum Diversified Income Fund N IncomeRegister 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 | 10.84 | -1.80 | 10.72 | 2.48 | 12.54 | -11.08 | 7.42 | 1.04 |
+/- Category | 0.83 | 4.56 | -4.95 | -2.77 | 1.39 | -1.00 | -0.95 | -4.93 |
+/- Category Index | - | - | - | -2.04 | 0.27 | -3.81 | -3.25 | -6.01 |
% Rank in Category | 37 | 4 | 94 | 74 | 35 | 69 | 65 | 99 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | -0.29 | 0.01 |
1 Week | 0.60 | 0.18 | 0.34 |
1 Month | 2.66 | 1.13 | 1.55 |
3 Months | 4.03 | 0.98 | 0.12 |
6 Months | 4.65 | -3.02 | -3.96 |
YTD | 3.09 | -3.57 | -4.74 |
1 Year | 12.54 | -0.33 | -2.52 |
3 Years Annualised | 0.44 | -2.23 | -4.60 |
5 Years Annualised | 2.96 | -1.60 | -2.78 |
10 Years Annualised | 4.75 | -1.03 | -2.36 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.77 | 1.82 | - | - |
2023 | -0.47 | -1.05 | 2.49 | 6.42 |
2022 | -2.51 | -5.93 | -7.75 | 5.10 |
2021 | 5.30 | 4.02 | 1.51 | 1.21 |
2020 | -23.02 | 14.94 | 2.14 | 13.40 |
2019 | 5.60 | 1.94 | 0.36 | 2.49 |
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