UK markets closed

VT AJ Bell Moderately Adventurous Fund (0P00019YY7.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
158.78+0.20 (+0.12%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.02%
5-year average return6.38%
Number of years up4
Number of years down2
Best 1-yr total return (5 Jul 2024)17.96%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return17.96%
Worst 3-yr total return4.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00019YY7.LCategory
YTD4.57%0.00%
1-month0.33%0.00%
3-month3.44%0.00%
1-year11.83%0.00%
3-year5.73%0.00%
5-year7.28%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00019YY7.LCategory
2024
N/AN/A
2023
7.71%N/A
2022
-2.32%N/A
2021
11.77%N/A
2020
5.46%N/A
2019
17.96%N/A
2018
-3.91%N/A
2017
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.21%N/AN/AN/A
20231.05%0.31%0.98%5.23%
2022-0.38%-5.23%0.84%2.61%
20211.82%4.66%1.69%3.14%
2020-14.97%13.54%1.18%7.95%
20197.04%4.88%2.59%2.43%
2018-3.84%6.42%1.42%-7.41%
20170.20%3.84%N/AN/A

Rank in category (by total return)

YTD48
1-month85
3-month28
1-year31
3-year7
5-year11

Load adjusted returns

1-year11.83%
3-year5.73%
5-year7.28%
10-yearN/A