Vanguard Target Retirement 2030 Fund Accumulation Shares

Morningstar Rating™(Relative to Category)31/07/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-Year--Not Rated
10-Year--Not Rated
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Vanguard Target Retirement 2030 Fund Accumulation Shares
%
Volatility Measurements31/07/2020
 
3-Yr Std Dev9.19 %
3-Yr Mean Return5.31 %
 
3-Yr Sharpe Ratio0.50
 
Modern Portfolio Statistics-31/07/2020
 Standard IndexBest Fit Index
   Cat 25%Barclays StlAgg TR&75%FTSE Wld TR
3-Yr Beta-0.92
3-Yr Alpha--1.87
 
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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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