Vanguard LifeStrategy 20% Equity Fund A Gross Acc

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAverage4 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Vanguard LifeStrategy 20% Equity Fund A Gross Acc
  • Morningstar UK Cau Tgt Alloc NR GBP
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev5.77 %
3-Yr Mean Return1.79 %
 
3-Yr Sharpe Ratio0.26
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 Morningstar UK Cau Tgt Alloc NR GBP  Cat 35%FTSE Wld TR&65%Barclays StlAgg TR
3-Yr Beta1.310.72
3-Yr Alpha0.96-1.23
 
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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)