Vanguard U.S. 500 Stock Index Fund USD Acc

Morningstar Rating™(Relative to Category)31/05/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageBelow Average4 star
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Vanguard U.S. 500 Stock Index Fund USD Acc
  • Russell 1000 TR USD
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev14.79 %
3-Yr Mean Return13.00 %
 
3-Yr Sharpe Ratio0.79
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 Russell 1000 TR USD  S&P 500 TR USD
3-Yr Beta0.971.00
3-Yr Alpha-0.43-0.70
 
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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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