VT Momentum Diversified Income Fund B IncomeRegister 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 | 11.04 | -1.60 | 10.97 | 2.74 | 12.82 | -10.85 | 7.68 | 4.09 |
+/- Category | 1.04 | 4.77 | -4.70 | -2.51 | 1.67 | -0.77 | -0.68 | -2.42 |
+/- Category Index | - | - | - | -1.78 | 0.55 | -3.59 | -2.98 | -4.23 |
% Rank in Category | 33 | 4 | 94 | 71 | 31 | 66 | 61 | 93 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.52 | 0.47 | -0.18 |
1 Week | 1.28 | -0.31 | -0.58 |
1 Month | 0.00 | 1.25 | 0.70 |
3 Months | 1.06 | 1.54 | 0.39 |
6 Months | 6.06 | 1.32 | -0.91 |
YTD | 3.34 | -1.79 | -3.87 |
1 Year | 11.28 | 1.03 | -1.96 |
3 Years Annualised | 0.03 | -1.56 | -4.10 |
5 Years Annualised | 3.41 | -1.02 | -2.31 |
10 Years Annualised | 5.03 | -0.58 | -1.95 |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.71 | 1.89 | - | - |
2023 | -0.41 | -0.99 | 2.56 | 6.49 |
2022 | -2.45 | -5.87 | -7.69 | 5.17 |
2021 | 5.36 | 4.08 | 1.58 | 1.28 |
2020 | -22.97 | 15.01 | 2.20 | 13.47 |
2019 | 5.65 | 1.99 | 0.43 | 2.55 |
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