VT Momentum Diversified Income Fund A 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 | 10.48 | -2.12 | 10.31 | 2.07 | 12.09 | -11.43 | 6.99 | 0.84 |
+/- Category | 0.47 | 4.25 | -5.36 | -3.17 | 0.94 | -1.35 | -1.38 | -5.13 |
+/- Category Index | - | - | - | -2.45 | -0.18 | -4.16 | -3.68 | -6.21 |
% Rank in Category | 43 | 6 | 96 | 76 | 40 | 72 | 71 | 99 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.11 | -0.29 | 0.01 |
1 Week | 0.59 | 0.17 | 0.33 |
1 Month | 2.62 | 1.10 | 1.52 |
3 Months | 3.92 | 0.88 | 0.01 |
6 Months | 4.44 | -3.23 | -4.16 |
YTD | 2.87 | -3.79 | -4.96 |
1 Year | 12.09 | -0.78 | -2.97 |
3 Years Annualised | 0.03 | -2.64 | -5.00 |
5 Years Annualised | 2.55 | -2.01 | -3.19 |
10 Years Annualised | 4.37 | -1.41 | -2.73 |
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 | -0.87 | 1.72 | - | - |
2023 | -0.57 | -1.15 | 2.39 | 6.31 |
2022 | -2.61 | -6.02 | -7.84 | 5.00 |
2021 | 5.19 | 3.92 | 1.41 | 1.11 |
2020 | -23.10 | 14.83 | 2.03 | 13.29 |
2019 | 5.52 | 1.84 | 0.26 | 2.39 |
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