Vanguard LifeStrategy 60% Equity Fund A Inc

Morningstar Rating™(Relative to Category)30/04/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearHighAverage5 star
10-Year--Not Rated
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Vanguard LifeStrategy 60% Equity Fund A Inc
  • Morningstar UK Moderate
%
Volatility Measurements30/04/2020
 
3-Yr Std Dev8.38 %
3-Yr Mean Return4.13 %
 
3-Yr Sharpe Ratio0.42
 
Modern Portfolio Statistics30/04/202030/04/2020
 Standard IndexBest Fit Index
 Morningstar UK Moderate  Cat 25%Barclays StlAgg TR&75%FTSE Wld TR
3-Yr Beta1.130.82
3-Yr Alpha-0.15-1.19
 
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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)

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