VT Momentum Diversified Growth Fund A 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 | 14.56 | -2.10 | 13.07 | 3.20 | 12.90 | -9.71 | 5.99 | 7.07 |
+/- Category | 1.86 | 5.10 | -4.98 | -3.70 | -0.67 | 0.09 | -3.44 | -0.61 |
+/- Category Index | - | - | - | -2.79 | -3.42 | -3.86 | -6.43 | -3.29 |
% Rank in Category | 22 | 4 | 96 | 75 | 63 | 53 | 86 | 69 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.55 | 0.51 | 0.14 |
1 Week | 1.48 | -0.50 | -0.99 |
1 Month | -1.27 | 0.86 | -0.18 |
3 Months | 0.12 | 1.45 | -0.11 |
6 Months | 7.10 | 2.47 | 0.17 |
YTD | 5.07 | -0.64 | -3.98 |
1 Year | 11.55 | 0.67 | -3.63 |
3 Years Annualised | 0.62 | -1.54 | -5.57 |
5 Years Annualised | 3.71 | -1.82 | -4.55 |
10 Years Annualised | 5.65 | -1.01 | -3.24 |
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 | 1.27 | 2.31 | - | - |
2023 | -0.54 | -0.75 | 0.80 | 6.51 |
2022 | -1.98 | -6.14 | -6.09 | 4.51 |
2021 | 5.73 | 3.59 | 2.28 | 0.79 |
2020 | -23.29 | 15.63 | 2.16 | 13.90 |
2019 | 6.52 | 3.32 | 0.68 | 2.05 |
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