VT AJ Bell Income & Growth Fund I GBP IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/04 | ||||
Price Return | -5.68 | 13.31 | -1.10 | 7.67 | 4.76 | |||
+/- Category | -12.58 | -0.26 | 8.69 | -1.76 | 0.04 | |||
+/- Category Index | -11.67 | -3.01 | 4.74 | -4.75 | -0.67 | |||
% Rank in Category | 99 | 59 | 4 | 74 | 52 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.19 | -0.19 | -0.05 |
1 Week | 0.11 | -0.49 | -0.06 |
1 Month | 4.90 | 0.66 | 0.23 |
3 Months | 6.70 | 1.00 | 0.56 |
6 Months | 12.07 | -0.02 | -1.10 |
YTD | 7.30 | -0.26 | -1.77 |
1 Year | 14.02 | -0.19 | -3.57 |
3 Years Annualised | 6.82 | 2.09 | -1.43 |
5 Years Annualised | 5.59 | -0.88 | -3.22 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 80%+ Equity | |||
Category Index: Morningstar UK Adv Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.24 | - | - | - |
2023 | 1.57 | -0.67 | 1.56 | 5.07 |
2022 | 0.74 | -4.95 | 0.03 | 3.26 |
2021 | 5.02 | 2.53 | 1.95 | 3.22 |
2020 | -22.73 | 12.42 | -0.69 | 9.34 |
2019 | - | - | 2.62 | 2.54 |
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