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LSE - Delayed Quote GBP

Vanguard LifeStrategy 40% Equity A Acc (0P0000TKZI.L)

203.78
+0.76
+(0.37%)
As of May 2 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.21%
5y Average Return 3.14%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (May 2, 2025) 14.71%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 14.71%
Worst 3Y Total Return -0.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000TKZI.L
Category
YTD
-0.46%
0.00%
1-Month
-2.68%
0.00%
3-Month
-0.46%
0.00%
1-Year
2.95%
0.00%
3-Year
1.12%
0.00%
5-Year
3.80%
0.00%
10-Year
4.02%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000TKZI.L
Category
2024
6.08%
--
2023
8.45%
--
2022
-13.61%
--
2021
5.73%
--
2020
7.71%
--
2019
12.45%
--
2018
-2.25%
--
2017
6.44%
--

2016
14.71%
--
2015
2.20%
--
2014
10.01%
--
2013
7.01%
--
2012
8.40%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.56% 0.71% 2.50% 0.19%
2023 3.41% -0.44% -0.95% 6.35%
2022 -4.33% -7.53% -3.94% 1.66%
2021 -0.81% 3.47% 0.45% 2.55%
2020 -6.50% 9.16% 1.08% 4.41%
2019 5.82% 3.51% 3.32% -0.64%
2018 -2.20% 2.70% 1.19% -3.83%
2017 2.50% 0.38% 0.84% 2.60%
2016 3.23% 5.83% 4.44% 0.53%
2015 4.22% -3.12% -1.30% 2.56%

2014 1.66% 2.33% 2.09% 3.58%
2013 6.54% -2.51% 1.61% 1.41%
2012 3.04% 0.62% 2.66% 1.86%
2011 -2.55% 6.44% -- --

Rank in Category (By Total Return)

YTD 85
1-Month 93
3-Month 85
1-Year 66
3-Year 60
5-Year 33

Load Adjusted Returns

1-Year 2.95%
3-Year 1.12%
5-Year 3.80%
10-Year 4.02%

Performance & Risk

YTD Return 0.21%
5y Average Return 3.14%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Vanguard Investments UK, Limited
Net Assets 5.63B
YTD Return -0.46%
Yield 2.01%
Morningstar Rating
Inception Date Jun 23, 2011

Fund Summary

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