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LSE - Delayed Quote GBP

Vanguard LifeStrategy 60% Equity A Inc (0P0000TKZL.L)

200.30
+1.47
+(0.74%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -1.26%
5y Average Return 6.01%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (May 1, 2025) 18.27%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 18.27%
Worst 3Y Total Return 1.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000TKZL.L
Category
YTD
-1.05%
0.00%
1-Month
-3.55%
0.00%
3-Month
-1.05%
0.00%
1-Year
3.98%
0.00%
3-Year
3.24%
0.00%
5-Year
7.02%
0.00%
10-Year
5.82%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000TKZL.L
Category
2024
9.65%
--
2023
10.14%
--
2022
-11.22%
--
2021
9.93%
--
2020
7.84%
--
2019
15.24%
--
2018
-3.11%
--
2017
8.67%
--

2016
18.27%
--
2015
2.67%
--
2014
9.53%
--
2013
11.30%
--
2012
9.50%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.34% 1.41% 1.93% 1.66%
2023 3.64% 0.52% -0.39% 6.14%
2022 -3.58% -7.64% -2.61% 2.37%
2021 0.89% 4.52% 0.78% 3.45%
2020 -10.43% 11.91% 1.32% 6.18%
2019 7.05% 4.15% 3.13% 0.22%
2018 -3.04% 4.29% 2.17% -6.21%
2017 3.40% 0.49% 1.18% 3.36%
2016 2.79% 6.26% 5.75% 2.38%
2015 5.26% -3.64% -2.82% 4.15%

2014 1.20% 2.20% 2.05% 3.76%
2013 8.59% -1.97% 1.90% 2.61%
2012 4.75% -0.84% 3.17% 2.19%
2011 -6.72% 6.89% -- --

Rank in Category (By Total Return)

YTD 74
1-Month 92
3-Month 74
1-Year 41
3-Year 19
5-Year 21

Load Adjusted Returns

1-Year 3.98%
3-Year 3.24%
5-Year 7.02%
10-Year 5.82%

Performance & Risk

YTD Return -1.26%
5y Average Return 6.01%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Vanguard Investments UK, Limited
Net Assets 15.77B
YTD Return -1.05%
Yield 1.91%
Morningstar Rating
Inception Date Jun 23, 2011

Fund Summary

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