Vanguard LifeStrategy 80% Equity A Inc (FUND:B4KWNF9) - Fund price


Fund Report

Vanguard LifeStrategy 80% Equity Fund A Inc

Morningstar Rating™ (Relative to Category) 30/06/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Moderately Adventurous AllocationClick here to see our Methodology
3-YearAbove AverageAverage4 Stars
5-YearHighAverage5 Stars
10-Year--Not Rated
OverallHighAverage5 Stars
Modern Portfolio Statistics 30/06/2020
 Standard Index
Morningstar UK Moderately Adventurous
Best Fit Index
MSCI ACWI NR USD
3-Yr R-Squared97.5498.73
3-Yr Beta1.140.80
3-Yr Alpha0.54-0.95
Return/Risk Analysis 30/06/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation15.2410.979.91
3-Yr Mean Return3.386.229.37
Sharpe Ratio0.180.500.85
Sortino Ratio---
Positive Months72238
Negative Months51422
Worst Month-9.83-9.83-9.83
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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