Vanguard US Opportunities Inv GBP Inc (FUND:B1GHC61) - Fund price

Fund Report

Vanguard U.S. Opportunities Fund Investor GBP Income

Morningstar Rating™ (Relative to Category) 30/11/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: US Flex-Cap EquityClick here to see our Methodology
3-YearAbove AverageAbove Average4 Stars
5-YearHighAbove Average5 Stars
10-YearHighAbove Average5 Stars
OverallHighAbove Average5 Stars
Modern Portfolio Statistics 30/11/2019
 Standard Index
Russell 3000 TR USD
Best Fit Index
ICE BofAML US Convt Bonds TR USD
3-Yr R-Squared81.8185.72
3-Yr Beta1.211.68
3-Yr Alpha-1.73-4.28
Return/Risk Analysis 30/11/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation18.3715.0214.41
3-Yr Mean Return7.7614.4417.68
Sharpe Ratio0.370.871.10
Sortino Ratio---
Positive Months72442
Negative Months51218
Worst Month-9.80-10.25-10.25
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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