VT De Lisle America B USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 4.36 | -16.20 | 22.09 | 13.12 | 35.39 | 1.13 | 14.62 | -1.08 |
+/- Category | -2.81 | -11.52 | 0.85 | -10.40 | 16.54 | 13.89 | 4.12 | -4.86 |
+/- Category Index | - | - | - | - | 18.22 | 10.62 | 2.47 | -2.83 |
% Rank in Category | 59 | 96 | 42 | 65 | 5 | 2 | 20 | 94 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.41 | 0.23 | 0.93 |
1 Week | 2.17 | 0.53 | 0.79 |
1 Month | 7.56 | 3.14 | 3.61 |
3 Months | 6.66 | -0.15 | 1.71 |
6 Months | 12.14 | -3.76 | -7.75 |
YTD | 7.23 | -0.07 | 2.27 |
1 Year | 26.29 | 6.40 | 6.56 |
3 Years Annualised | 11.60 | 7.04 | 10.71 |
5 Years Annualised | 16.71 | 6.12 | 8.64 |
10 Years Annualised | 14.32 | 2.95 | 7.10 |
Category: US Small-Cap Equity | |||
Category Index: Morningstar US Sml Ext NR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | -1.74 | 1.60 | 10.52 | 3.88 |
2022 | 0.98 | -8.05 | 4.15 | 4.58 |
2021 | 22.52 | 5.21 | 1.78 | 3.20 |
2020 | -29.26 | 30.36 | 0.97 | 21.48 |
2019 | 8.14 | 7.01 | 1.99 | 3.44 |
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