LSE - Delayed Quote GBp

VT Esprit Sustainable Growth GBP Acc (0P0001KESP.L)

103.47 -0.10 (-0.09%)
At close: April 26 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 0.37%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Apr 26, 2024) 9.55%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 9.55%
Worst 3Y Total Return -1.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001KESP.L
Category
YTD
2.52%
0.00%
1-Month
2.15%
0.00%
3-Month
2.52%
0.00%
1-Year
7.40%
0.00%
3-Year
-0.27%
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
0P0001KESP.L
Category
2024
--
--
2023
7.79%
--
2022
-19.41%
--
2021
9.55%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.52% -- -- --
2023 2.88% 0.78% -1.36% 5.38%
2022 -8.68% -10.75% -3.08% 2.03%
2021 -1.65% 6.82% 2.28% 1.94%
2020 8.60% -- -- --

Rank in Category (By Total Return)

YTD 88
1-Month 86
3-Month 88
1-Year 85
3-Year 96
5-Year --

Load Adjusted Returns

1-Year 7.40%
3-Year -0.27%
5-Year --
10-Year --

Performance & Risk

YTD Return 0.37%
5y Average Return 0.00%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Valu-Trac Investment Management Limited
Net Assets 13.41M
YTD Return 2.52%
Yield 1.90%
Morningstar Rating
Inception Date Sep 01, 2023

Fund Summary

Related Tickers