Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

VT Rossie House Portfolio Fund (0P0001N0B6.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
153.34-0.21 (-0.14%)
At close: 09:00PM BST
Advertisement

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.40%
5-Year Average Return3.53%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Sep 25, 2023)16.08%
Worst 1 Yr Total Return (Sep 25, 2023)N/A
Best 3-Yr Total Return16.08%
Worst 3-Yr Total Return2.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001N0B6.LCategory
YTD1.40%0.00%
1-Month2.46%0.00%
3-Month2.35%0.00%
1-Year1.44%0.00%
3-Year4.33%0.00%
5-Year3.53%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001N0B6.LCategory
2023
N/AN/A
2022
-12.18%N/A
2021
10.94%N/A
2020
11.52%N/A
2019
16.08%N/A
2018
-4.98%N/A
2017
12.93%N/A
2016
11.98%N/A
2015
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.29%-0.61%N/AN/A
2022-6.00%-7.94%-1.38%2.92%
20211.15%5.62%2.84%0.98%
2020-16.77%15.16%1.93%14.15%
20195.70%3.19%1.40%4.95%
2018-4.08%6.26%0.23%-6.99%
20174.23%2.87%1.41%3.86%
2016-1.49%2.72%8.17%2.30%
2015-3.69%5.76%N/AN/A

Rank In Category (By Total Return)

YTD93
1-Month77
3-Month93
1-Year92
3-Year90
5-Year88

Load Adjusted Returns

1-Year-5.01%
3-Year2.49%
5-Year2.56%
10-YearN/A
Advertisement
Advertisement