LSE - Delayed Quote GBp
VT Sinfonia Income and Growth D Inc (0P0000J17U.L)
At close: October 16 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.04% |
| 5y Average Return | 2.54% |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 16, 2024) | 14.91% |
| Worst 1Y Total Return (Oct 16, 2024) | -- |
| Best 3Y Total Return | 14.91% |
| Worst 3Y Total Return | -0.77% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000J17U.L
Category
- YTD
- 6.30%
- 0.00%
- 1-Month
- 1.22%
- 0.00%
- 3-Month
- 2.04%
- 0.00%
- 1-Year
- 11.97%
- 0.00%
- 3-Year
- 1.38%
- 0.00%
- 5-Year
- 2.10%
- 0.00%
- 10-Year
- 3.70%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000J17U.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.31% | 0.84% | 2.04% | -- |
| 2023 | 1.71% | -0.09% | -1.84% | 5.33% |
| 2022 | -2.89% | -6.22% | -0.85% | 0.86% |
| 2021 | 1.30% | 3.74% | 1.06% | 2.44% |
| 2020 | -16.18% | 11.40% | 0.14% | 5.48% |
| 2019 | 6.34% | 3.94% | 2.25% | 1.68% |
| 2018 | -4.50% | 4.21% | 0.54% | -8.58% |
| 2017 | 3.06% | 1.27% | -0.21% | 3.34% |
| 2016 | 0.24% | 1.51% | 8.12% | 2.25% |
| 2015 | 4.73% | -2.99% | -5.47% | 4.71% |
| 2014 | 0.00% | 0.56% | 0.98% | 2.95% |
| 2013 | 6.70% | -1.21% | 3.42% | 2.31% |
| 2012 | 7.39% | -3.75% | 4.85% | 2.48% |
| 2011 | -0.37% | 0.53% | -5.41% | 2.46% |
| 2010 | 5.42% | -6.01% | 5.89% | 3.95% |
| 2009 | -6.38% | 5.17% | 11.73% | 1.72% |
| 2008 | -3.70% | -2.94% | -- | -- |
Rank in Category (By Total Return)
| YTD | 83 |
| 1-Month | 17 |
| 3-Month | 36 |
| 1-Year | 82 |
| 3-Year | 76 |
| 5-Year | 96 |
Load Adjusted Returns
| 1-Year | 5.81% |
| 3-Year | -0.51% |
| 5-Year | 0.95% |
| 10-Year | 3.11% |
Performance & Risk
| YTD Return | 7.04% |
| 5y Average Return | 2.54% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Tatton Investment Management Limited |
| Net Assets | 15.69M |
| YTD Return | 6.30% |
| Yield | 2.00% |
| Morningstar Rating | |
| Inception Date | Jun 13, 2008 |
Fund Summary
Fund Summary Information Not Available
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