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Data as at: 14/05/2025
Fund manager benchmark
FTSE AIM All Share TR GBP
Performance (%)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Calculus VCT | Share price total return | -2.0 | 7.9 | 43.3 | N/A |
| VCT AIC sector | Share price total return | -4.9 | -12.8 | 19.4 | 61.4 |
| Calculus VCT | NAV total return | -1.6 | -2.5 | 4.6 | N/A |
| VCT AIC sector | NAV total return | -1.3 | -11.2 | 21.5 | 51.7 |
| Calculus VCT | NAV cumulative total return | -1.6 | -2.3 | 4.3 | N/A |
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Discrete annual performance (%)
| Return type | 14/05/20 - 21 | 14/05/21 - 22 | 14/05/22 - 23 | 14/05/23 - 24 | 14/05/24 - 25 | |
|---|---|---|---|---|---|---|
| Calculus VCT | Share price total return | 26.4 | 5.0 | 9.3 | 0.7 | -2.0 |
| Calculus VCT | NAV total return | 0.2 | 6.0 | -3.2 | 2.9 | -1.6 |
| Calculus VCT | NAV cumulative total return | N/A | N/A | N/A | N/A | 0.9 |
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Interactive graph
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
