Vanguard LifeStrategy 80% Equity Fund A Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAverage5 star
10-YearHighAverage5 star
OverallHighAverage5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Vanguard LifeStrategy 80% Equity Fund A Acc
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev9.58 %
3-Yr Mean Return6.10 %
 
3-Yr Sharpe Ratio0.34
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  Morningstar UK Mod Adv Tgt Alloc NR GBP
3-Yr Beta1.131.13
3-Yr Alpha0.270.27
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures