VT Momentum Diversified Growth Fund B AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2025 |
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Annual Returns (GBP) | 30/04/2025 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 30/04 | |
Price Return | -1.46 | 13.81 | 3.87 | 13.63 | -9.12 | 6.68 | 6.32 | -0.70 |
+/- Category | 5.74 | -4.24 | -3.03 | 0.07 | 0.68 | -2.75 | -4.64 | 3.74 |
+/- Category Index | - | - | -2.11 | -2.68 | -3.28 | -5.74 | -8.21 | 2.31 |
% Rank in Category | 3 | 92 | 72 | 55 | 46 | 81 | 90 | 8 |
Trailing Returns (GBP) | 16/05/2025 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | -0.15 | -0.25 |
1 Week | 1.24 | -0.78 | -2.02 |
1 Month | 6.00 | -1.12 | -3.00 |
3 Months | 1.53 | 4.91 | 4.11 |
6 Months | 3.31 | 2.69 | 0.68 |
YTD | 2.53 | 2.09 | 0.69 |
1 Year | 2.77 | -0.53 | -4.02 |
3 Years Annualised | 3.29 | -3.02 | -6.12 |
5 Years Annualised | 8.86 | 0.47 | -2.43 |
10 Years Annualised | 5.70 | -0.26 | -2.88 |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2025 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2025 | -1.79 | - | - | - |
2024 | 1.44 | 2.47 | 2.98 | -0.67 |
2023 | -0.38 | -0.59 | 0.97 | 6.68 |
2022 | -1.83 | -5.98 | -5.94 | 4.68 |
2021 | 5.90 | 3.76 | 2.44 | 0.96 |
2020 | -23.17 | 15.81 | 2.33 | 14.08 |
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