LSE - Delayed Quote GBp

VT RM Alternative Income Retail GBP Acc (0P0001DHBH.L)

116.04 +0.42 (+0.36%)
At close: April 26 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -6.67%
5y Average Return 1.35%
Number of Years Up 2
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 16.13%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 16.13%
Worst 3Y Total Return 2.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001DHBH.L
Category
YTD
-7.08%
0.00%
1-Month
-0.12%
0.00%
3-Month
-7.08%
0.00%
1-Year
-5.98%
0.00%
3-Year
-0.75%
0.00%
5-Year
1.75%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001DHBH.L
Category
2024
--
--
2023
-2.98%
--
2022
-3.07%
--
2021
13.64%
--
2020
-0.33%
--
2019
16.13%
--
2018
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -7.08% -- -- --
2023 -4.11% -2.32% -3.85% 7.73%
2022 1.77% -1.95% -4.31% 1.52%
2021 1.57% 5.00% 2.12% 4.35%
2020 -15.73% 9.47% 2.06% 5.86%
2019 5.36% 4.06% 1.50% 4.36%
2018 2.49% -1.92% -- --

Rank in Category (By Total Return)

YTD 100
1-Month 99
3-Month 100
1-Year 94
3-Year 81
5-Year 80

Load Adjusted Returns

1-Year -5.98%
3-Year -0.75%
5-Year 1.75%
10-Year --

Performance & Risk

YTD Return -6.67%
5y Average Return 1.35%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Valu-Trac Investment Management Limited
Net Assets --
YTD Return -7.08%
Yield 6.96%
Morningstar Rating
Inception Date Oct 08, 2018

Fund Summary

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