LSE - Delayed Quote GBp

VT Sinfonia Income Portfolio B Inc (0P0000J17V.L)

100.00
0.00
(0.00%)
As of October 18 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -9.37%
5y Average Return -2.52%
Number of Years Up 13
Number of Years Down 2
Best 1Y Total Return (Oct 18, 2024) 11.02%
Worst 1Y Total Return (Oct 18, 2024) --
Best 3Y Total Return 11.02%
Worst 3Y Total Return -2.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000J17V.L
Category
YTD
-9.37%
0.00%
1-Month
-12.00%
0.00%
3-Month
-10.11%
0.00%
1-Year
-2.53%
0.00%
3-Year
-6.04%
0.00%
5-Year
-2.58%
0.00%
10-Year
0.69%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000J17V.L
Category
2024
--
--
2023
3.86%
--
2022
-12.08%
--
2021
2.07%
--
2020
3.87%
--
2019
7.68%
--
2018
-3.76%
--
2017
2.88%
--

2016
11.02%
--
2015
0.71%
--
2014
5.80%
--
2013
3.86%
--
2012
7.14%
--
2011
1.91%
--
2010
7.54%
--
2009
6.00%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.38% -0.47% 3.08% --
2023 0.83% -0.96% -1.85% 5.95%
2022 -4.63% -5.73% -3.73% 1.57%
2021 -1.57% 2.23% 0.67% 0.75%
2020 -4.88% 6.79% -0.19% 2.45%
2019 3.20% 2.93% 3.04% -1.63%
2018 -2.21% 1.59% -0.91% -2.24%
2017 1.73% 0.14% -0.57% 1.57%
2016 2.19% 4.33% 6.01% -1.77%
2015 3.73% -4.12% 0.18% 1.07%

2014 1.04% 0.36% 1.41% 2.90%
2013 3.65% -2.00% 1.18% 1.06%
2012 3.90% -0.96% 2.84% 1.24%
2011 0.20% 1.36% -2.38% 2.79%
2010 3.50% -2.45% 5.16% 1.29%
2009 -6.08% 4.96% 7.40% 0.12%
2008 -2.00% 0.89% -- --

Rank in Category (By Total Return)

YTD 100
1-Month 100
3-Month 100
1-Year 100
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year -7.89%
3-Year -7.79%
5-Year -3.68%
10-Year 0.12%

Performance & Risk

YTD Return -9.37%
5y Average Return -2.52%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Tatton Investment Management Limited
Net Assets --
YTD Return -9.37%
Yield 2.81%
Morningstar Rating
Inception Date Jun 13, 2008

Fund Summary

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