LSE - Delayed Quote GBp

VT Gravis UK Listed Prpty Fdr F £ UnHInc (0P0001IMLY.L)

76.75 -0.23 (-0.30%)
At close: April 18 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -8.58%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 2
Best 1Y Total Return (Apr 19, 2024) 29.65%
Worst 1Y Total Return (Apr 19, 2024) --
Best 3Y Total Return 29.65%
Worst 3Y Total Return -4.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001IMLY.L
Category
YTD
-6.54%
0.00%
1-Month
3.79%
0.00%
3-Month
-6.54%
0.00%
1-Year
2.74%
0.00%
3-Year
-4.43%
0.00%
5-Year
0.00%
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
0P0001IMLY.L
Category
2024
--
--
2023
4.60%
--
2022
-29.35%
--
2021
29.65%
--
2020
-5.44%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -6.54% -- -- --
2023 -4.85% -3.92% -2.35% 17.16%
2022 -2.39% -12.44% -20.95% 4.57%
2021 2.57% 8.91% 6.20% 9.29%
2020 -19.62% 9.16% -0.81% 8.65%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -1.37%
3-Year -5.72%
5-Year --
10-Year --

Performance & Risk

YTD Return -8.58%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Valu-Trac Investment Management Limited
Net Assets --
YTD Return -6.54%
Yield 3.71%
Morningstar Rating --
Inception Date Oct 31, 2019

Fund Summary

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