Legal & General US Index Trust R Class Accumulation

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageAverage3 star
10-YearAbove AverageAbove Average3 star
OverallAbove AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Legal & General US Index Trust R Class Accumulation
  • Morningstar US Large-Mid NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev13.44 %
3-Yr Mean Return12.56 %
 
3-Yr Sharpe Ratio0.63
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar US Large-Mid NR USD  Morningstar US Large-Mid NR USD
3-Yr Beta0.910.91
3-Yr Alpha0.300.30
 
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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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