VT Momentum Diversified Income Fund B AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/05 | ||||
Price Return | 2.80 | 12.82 | -10.85 | 7.68 | 1.68 | |||
+/- Category | -2.44 | 1.68 | -0.77 | -0.68 | -2.69 | |||
+/- Category Index | -1.72 | 0.55 | -3.59 | -2.98 | -4.12 | |||
% Rank in Category | 70 | 31 | 66 | 61 | 95 |
Trailing Returns (GBP) | 31/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | 0.27 | -0.31 |
1 Week | 0.31 | 1.20 | 0.67 |
1 Month | 1.48 | 0.67 | -0.43 |
3 Months | 3.95 | 1.05 | 0.38 |
6 Months | 6.10 | -2.55 | -3.90 |
YTD | 1.68 | -2.65 | -4.12 |
1 Year | 8.66 | -1.84 | -5.36 |
3 Years Annualised | 0.34 | -2.33 | -4.76 |
5 Years Annualised | - | - | - |
10 Years Annualised | - | - | - |
Category: GBP Allocation 60-80% Equity | |||
Category Index: Morningstar UK Mod Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.71 | - | - | - |
2023 | -0.41 | -0.99 | 2.56 | 6.49 |
2022 | -2.45 | -5.87 | -7.69 | 5.17 |
2021 | 5.25 | 4.19 | 1.58 | 1.28 |
2020 | -22.92 | 15.01 | 2.20 | 13.47 |
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