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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.

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 14.71%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
0P0000TKZI.LCategory Average0P0000TKZI.LCategory Average0P0000TKZI.LCategory Average
Alpha -0.29 -- 0.57 -- 0.42 --
BETA 1.2 -- 1.23 -- 1.25 --
Mean Annual Return 0.12 -- 0.33 -- 0.35 --
R-squared 98.95 -- 98.63 -- 97.93 --
Standard Deviation 8.22 -- 7.48 -- 6.65 --
Sharpe Ratio -0.31 -- 0.21 -- 0.41 --
Treynor Ratio -2.44 -- 1.11 -- 2.06 --

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