VT AJ Bell Income & Growth Fund I GBP AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/03 | ||||
Price Return | -5.70 | 13.25 | -1.10 | 7.67 | 4.24 | |||
+/- Category | -12.61 | -0.32 | 8.69 | -1.76 | -1.23 | |||
+/- Category Index | -11.69 | -3.07 | 4.74 | -4.74 | -2.59 | |||
% Rank in Category | 99 | 59 | 4 | 74 | 79 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.06 | 0.20 | 0.33 |
1 Week | -2.08 | 0.22 | 0.10 |
1 Month | 0.22 | 0.83 | 0.82 |
3 Months | 4.74 | 0.15 | -0.23 |
6 Months | 8.50 | -0.84 | -2.53 |
YTD | 2.24 | -0.47 | -1.75 |
1 Year | 7.48 | -0.58 | -3.91 |
3 Years Annualised | 4.74 | 2.30 | -1.51 |
5 Years Annualised | 4.39 | -0.87 | -3.25 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.24 | - | - | - |
2023 | 1.57 | -0.67 | 1.57 | 5.07 |
2022 | 0.75 | -4.95 | 0.03 | 3.25 |
2021 | 5.00 | 2.52 | 1.93 | 3.21 |
2020 | -22.75 | 12.43 | -0.69 | 9.32 |
2019 | - | - | 2.62 | 2.54 |
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