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VT EPIC Multi Asset Bal I Inc (0P0000WUNX.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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97.61-0.18 (-0.18%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.45%
5-year average return-2.13%
Number of years up7
Number of years down5
Best 1-yr total return (26 Jun 2024)21.84%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return21.84%
Worst 3-yr total return-9.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WUNX.LCategory
YTD4.49%0.00%
1-month0.54%0.00%
3-month2.33%0.00%
1-year8.52%0.00%
3-year-2.93%0.00%
5-year-1.88%0.00%
10-year-0.23%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WUNX.LCategory
2024
N/AN/A
2023
6.47%N/A
2022
-19.25%N/A
2021
-3.06%N/A
2020
-5.35%N/A
2019
11.56%N/A
2018
-6.37%N/A
2017
2.36%N/A
2016
5.91%N/A
2015
-0.58%N/A
2014
8.66%N/A
2013
15.56%N/A
2012
9.54%N/A
2011
-7.89%N/A
2010
11.79%N/A
2009
21.84%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.58%N/AN/AN/A
20232.40%-0.01%1.22%2.73%
2022-11.13%-6.65%-3.16%0.50%
2021-8.38%8.96%-2.79%-0.10%
2020-25.00%11.57%0.21%12.88%
20190.66%2.89%0.87%6.79%
2018-3.71%5.02%-0.02%-7.39%
20171.00%0.63%-0.64%1.36%
2016-2.52%0.60%7.16%0.78%
20157.90%-4.35%-4.42%0.80%
20143.45%0.34%0.92%3.73%
20138.34%-1.67%4.02%4.28%
20124.25%-2.89%6.48%1.61%
20110.97%0.11%-8.82%-0.06%
20105.81%-4.94%6.06%4.78%
2009-4.13%7.25%13.98%3.96%
2008-9.50%-10.73%N/AN/A

Rank in category (by total return)

YTD51
1-month73
3-month66
1-year82
3-year99
5-year100

Load adjusted returns

1-year8.52%
3-year-2.93%
5-year-1.88%
10-year-0.23%