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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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107.71+0.36 (+0.34%)
At close: 09:00PM BST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.60%
5-Year Average Return1.82%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jul 5, 2024)20.14%
Worst 1 Yr Total Return (Jul 5, 2024)N/A
Best 3-Yr Total Return20.14%
Worst 3-Yr Total Return-2.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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