Legal & General US Index Trust R Class Accumulation

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAbove Average4 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Legal & General US Index Trust R Class Accumulation
  • Russell 1000 TR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev16.36 %
3-Yr Mean Return16.28 %
 
3-Yr Sharpe Ratio0.90
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Russell 1000 TR USD  MSCI USA NR USD
3-Yr Beta0.991.00
3-Yr Alpha-0.100.01
 
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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)