Legal & General US Index Trust C Class Accumulation

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average4 star
5-YearAbove AverageAverage4 star
10-YearHighAbove Average4 star
OverallAbove AverageAverage4 star
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1 Year Daily Volatility Chart (annualised)
  • Legal & General US Index Trust C Class Accumulation
  • Morningstar US LM NR USD
Volatility Measurements31/01/2024
3-Yr Std Dev12.98 %
3-Yr Mean Return13.39 %
3-Yr Sharpe Ratio0.81
Modern Portfolio Statistics31/01/202431/01/2024
 Standard IndexBest Fit Index
 Morningstar US LM NR USD  Morningstar US Market Ext NR USD
3-Yr Beta0.900.90
3-Yr Alpha0.991.64
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(
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