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VT Cantab Balanced C GBP Inc (0P0001DYQ7.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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107.35+0.25 (+0.23%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.25%
5-year average return1.81%
Number of years up4
Number of years down1
Best 1-yr total return (4 Jul 2024)20.14%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return20.14%
Worst 3-yr total return-2.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001DYQ7.LCategory
YTD3.05%0.00%
1-month1.28%0.00%
3-month3.21%0.00%
1-year5.68%0.00%
3-year-1.88%0.00%
5-year2.49%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001DYQ7.LCategory
2024
N/AN/A
2023
2.41%N/A
2022
-14.55%N/A
2021
6.14%N/A
2020
10.08%N/A
2019
20.14%N/A
2018
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.50%N/AN/AN/A
20230.46%-1.14%-1.47%4.65%
2022-6.35%-7.63%-0.37%-0.84%
2021-1.10%6.24%0.37%0.65%
2020-16.28%14.37%5.56%8.91%
20197.69%6.17%2.49%2.53%
2018-9.58%N/AN/AN/A

Rank in category (by total return)

YTD83
1-month27
3-month33
1-year97
3-year98
5-year96

Load adjusted returns

1-year5.68%
3-year-1.88%
5-year2.49%
10-yearN/A