Vanguard U.S. Opps GBP Inv Dist Shrs (FUND:B1GHC61) - Fund price

Fund Report

Vanguard U.S. Opportunities Fund GBP Investor Dist Shares

Morningstar Rating™ (Relative to Category) 30/06/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: US Flex-Cap EquityClick here to see our Methodology
3-YearAverageAbove AverageStarRatingValueLabel_3
5-YearAbove AverageAbove Average4 Stars
10-YearHighAbove Average4 Stars
OverallAbove AverageAbove Average4 Stars
Modern Portfolio Statistics 30/06/2020
 Standard Index
Russell 3000 TR USD
Best Fit Index
Russell 2000 TR USD
3-Yr R-Squared88.8891.54
3-Yr Beta1.150.90
3-Yr Alpha-3.404.81
Return/Risk Analysis 30/06/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation24.0419.2116.78
3-Yr Mean Return4.8710.8616.70
Sharpe Ratio0.170.510.90
Sortino Ratio---
Positive Months52140
Negative Months71520
Worst Month-15.02-15.02-15.02
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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