Vanguard Target Retirement 2065 Fund Accumulation Shares

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage4 star
5-YearAverageBelow Average3 star
10-Year--Not Rated
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Vanguard Target Retirement 2065 Fund Accumulation Shares
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev9.51 %
3-Yr Mean Return7.06 %
 
3-Yr Sharpe Ratio0.47
 
Modern Portfolio Statistics-31/03/2024
 Standard IndexBest Fit Index
   Morningstar UK Mod Adv Tgt Alloc NR GBP
3-Yr Beta-1.08
3-Yr Alpha-0.38
 
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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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