Vanguard LifeStrategy 40% Equity A Acc (FUND:B3ZHN96) - Fund price

Fund Report

Vanguard LifeStrategy 40% Equity Fund A Acc

Morningstar Rating™ (Relative to Category) 31/05/2021
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Moderately Cautious AllocationClick here to see our Methodology
3-YearHighAverage5 Stars
5-YearHighAverage5 Stars
10-Year--Not Rated
OverallHighAverage5 Stars
Modern Portfolio Statistics 31/05/2021
 Standard Index
Morningstar UK Moderately Cautious Target Allocation NR GBP
Best Fit Index
Cat 50%Barclays StlAgg TR&50%FTSE Wld TR
3-Yr R-Squared98.4397.06
3-Yr Beta1.330.82
3-Yr Alpha0.28-0.59
Return/Risk Analysis 31/05/2021
Risk Measurement1 Year3 Years5 Years
Standard Deviation5.306.726.12
3-Yr Mean Return8.156.197.19
Sharpe Ratio1.470.821.07
Sortino Ratio---
Positive Months92540
Negative Months31120
Worst Month-1.36-5.97-5.97
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