LSE - Delayed Quote GBP

Vanguard U.S. Eq Idx Ins Pl £ Acc (0P000147QD.L)

387.08
+5.23
+(1.37%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -9.30%
5y Average Return 14.52%
Number of Years Up 9
Number of Years Down 1
Best 1Y Total Return (May 2, 2025) 33.92%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 33.92%
Worst 3Y Total Return 10.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000147QD.L
Category
YTD
-7.75%
0.00%
1-Month
-8.24%
0.00%
3-Month
-7.75%
0.00%
1-Year
4.55%
0.00%
3-Year
8.55%
0.00%
5-Year
16.83%
0.00%
10-Year
12.99%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P000147QD.L
Category
2024
25.77%
--
2023
18.66%
--
2022
-9.63%
--
2021
26.51%
--
2020
16.68%
--
2019
25.47%
--
2018
0.27%
--
2017
10.27%
--

2016
33.92%
--
2015
6.16%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.98% 3.11% -0.02% 9.93%
2023 4.26% 5.35% 0.68% 7.31%
2022 -2.73% -9.90% 3.76% -0.61%
2021 5.40% 8.08% 2.27% 8.58%
2020 -15.63% 22.40% 4.17% 8.46%
2019 11.37% 6.50% 4.37% 1.35%
2018 -4.20% 10.29% 8.31% -12.38%
2017 4.45% -0.93% 1.17% 5.34%
2016 3.38% 10.26% 7.39% 9.40%
2015 6.84% -5.56% -3.80% 9.36%

2014 9.31% -- -- --

Rank in Category (By Total Return)

YTD 45
1-Month 59
3-Month 45
1-Year 31
3-Year 36
5-Year 28

Load Adjusted Returns

1-Year 4.55%
3-Year 8.55%
5-Year 16.83%
10-Year 12.99%

Performance & Risk

YTD Return -9.30%
5y Average Return 14.52%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Vanguard Investments UK, Limited
Net Assets 15.88B
YTD Return -7.75%
Yield 1.09%
Morningstar Rating
Inception Date Jun 23, 2009

Fund Summary

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