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Vanguard U.S. 500 Stock Index Fund Institutional USD Accumulation

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageBelow Average4 star
10-YearHighBelow Average5 star
OverallHighBelow Average5 star
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1 Year Daily Volatility Chart (annualised)
  • Vanguard U.S. 500 Stock Index Fund Institutional USD Accumulation
  • Russell 1000 TR USD
Volatility Measurements30/11/2019
3-Yr Std Dev11.50 %
3-Yr Mean Return13.50 %
3-Yr Sharpe Ratio1.06
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 Russell 1000 TR USD  S&P 500 TR USD
3-Yr Beta0.991.00
3-Yr Alpha-0.39-0.70
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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