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VT AJ Bell Balanced Fund Class I Accumulation
Latest Price
179.95p
+0.93 (+0.52%)
as of 7 May 2026
Price History
Performance
Total Return
+11.85%
over 1y
Annualized Return
+17.93%
CAGR
Volatility
6.4%
annualized
Max Drawdown
-4.9%
trough 27 Mar 2026
Sharpe Ratio
2.79
risk-adjusted return
Best Day
+1.17%
1 Apr 2026
Worst Day
-1.35%
9 Mar 2026
Data Points
173
1 Sept 2025 – 7 May 2026