Vanguard U.S. Equity Index Fund GBP Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAbove Average3 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Vanguard U.S. Equity Index Fund GBP Acc
  • Morningstar US Large-Mid NR USD
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev13.22 %
3-Yr Mean Return12.25 %
 
3-Yr Sharpe Ratio0.68
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar US Large-Mid NR USD  Morningstar US Market Ext TR USD
3-Yr Beta1.001.00
3-Yr Alpha-0.84-0.49
 
Advertisement
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures