LSE - Delayed Quote GBp
VT Blackfinch Cautious F GBP Inc (0P0001JTT0.L)
At close: October 11 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.08% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Oct 11, 2024) | 6.91% |
| Worst 1Y Total Return (Oct 11, 2024) | -- |
| Best 3Y Total Return | 6.91% |
| Worst 3Y Total Return | -0.36% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001JTT0.L
Category
- YTD
- 5.34%
- 0.00%
- 1-Month
- 0.65%
- 0.00%
- 3-Month
- 2.20%
- 0.00%
- 1-Year
- 11.55%
- 0.00%
- 3-Year
- 0.41%
- 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
0P0001JTT0.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.43% | 0.63% | 2.20% | -- |
| 2023 | 2.16% | -0.91% | -0.27% | 5.90% |
| 2022 | -5.12% | -6.00% | -1.49% | 1.28% |
| 2021 | -1.23% | 3.64% | 0.55% | 1.02% |
| 2020 | 0.00% | 0.00% | -- | -- |
Rank in Category (By Total Return)
| YTD | 79 |
| 1-Month | 58 |
| 3-Month | 57 |
| 1-Year | 71 |
| 3-Year | 80 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 11.55% |
| 3-Year | 0.41% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 5.08% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Valu-Trac Investment Management Limited |
| Net Assets | 4.91M |
| YTD Return | 5.34% |
| Yield | 2.55% |
| Morningstar Rating | |
| Inception Date | May 01, 2020 |
Fund Summary
Fund Summary Information Not Available
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