LSE - Delayed Quote GBP

Vanguard LifeStrategy 20% Eq A Grs Acc (0P0000TKZG.L)

166.38
-0.11
(-0.06%)
At close: January 20 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 0.62%
5y Average Return 0.18%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (Jan 20, 2025) 10.70%
Worst 1Y Total Return (Jan 20, 2025) --
Best 3Y Total Return 10.70%
Worst 3Y Total Return -2.80%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000TKZG.L
Category
YTD
3.24%
0.00%
1-Month
-1.53%
0.00%
3-Month
-0.91%
0.00%
1-Year
3.24%
0.00%
3-Year
-2.35%
0.00%
5-Year
0.38%
0.00%
10-Year
2.67%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000TKZG.L
Category
2024
3.24%
--
2023
7.17%
--
2022
-15.84%
--
2021
1.83%
--
2020
7.51%
--
2019
9.86%
--
2018
-1.14%
--
2017
4.70%
--

2016
10.70%
--
2015
1.38%
--
2014
10.13%
--
2013
2.80%
--
2012
6.72%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.94% 0.11% 3.11% -0.91%
2023 3.16% -1.20% -1.48% 6.72%
2022 -5.12% -7.37% -5.32% 1.14%
2021 -2.39% 2.44% 0.16% 1.67%
2020 -2.59% 6.51% 0.84% 2.76%
2019 4.63% 2.91% 3.51% -1.42%
2018 -1.27% 1.22% 0.26% -1.33%
2017 1.90% 0.29% 0.54% 1.90%
2016 3.58% 5.04% 3.16% -1.37%
2015 3.21% -2.82% 0.18% 0.90%

2014 2.10% 2.23% 2.09% 3.35%
2013 4.80% -3.35% 1.32% 0.17%
2012 1.27% 1.70% 1.90% 1.69%
2011 1.43% 5.99% -- --

Rank in Category (By Total Return)

YTD 67
1-Month 95
3-Month 75
1-Year 67
3-Year 90
5-Year 73

Load Adjusted Returns

1-Year 3.24%
3-Year -2.35%
5-Year 0.38%
10-Year 2.67%

Performance & Risk

YTD Return 0.62%
5y Average Return 0.18%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Vanguard Investments UK, Limited
Net Assets 1.13B
YTD Return 3.24%
Yield 2.50%
Morningstar Rating
Inception Date Jun 23, 2011

Fund Summary

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