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Data as at: 04/12/2025
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 | -1.7 | 25.3 | 15.1 | N/A |
| VCT AIC sector | Share price total return | -5.0 | -11.9 | 4.6 | 51.6 |
| Calculus VCT | NAV total return | 6.5 | 4.4 | 16.8 | N/A |
| VCT AIC sector | NAV total return | 0.1 | -6.9 | 10.2 | 45.1 |
| Calculus VCT | NAV cumulative total return | 6.3 | 4.0 | 15.7 | N/A |
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Discrete annual performance (%)
| Return type | 04/12/20 - 21 | 04/12/21 - 22 | 04/12/22 - 23 | 04/12/23 - 24 | 04/12/24 - 25 | |
|---|---|---|---|---|---|---|
| Calculus VCT | Share price total return | 5.0 | -12.6 | 25.9 | 1.3 | -1.7 |
| Calculus VCT | NAV total return | 1.8 | 2.0 | 1.8 | 0.9 | 6.5 |
| Calculus VCT | NAV cumulative total return | N/A | N/A | N/A | N/A | 0.9 |
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Interactive chart
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
