VT Global Total Return Fund F Accumulation

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Morningstar Rating™(Relative to Category)28/02/2025
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAbove AverageAbove Average4 star
10-YearAbove AverageAbove Average3 star
OverallAbove AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • VT Global Total Return Fund F Accumulation
  • Morningstar UK Cau Tgt Alloc NR GBP
%
Volatility Measurements28/02/2025
 
3-Yr Std Dev6.77 %
3-Yr Mean Return2.45 %
 
3-Yr Sharpe Ratio-0.22
 
Modern Portfolio Statistics28/02/202528/02/2025
 Standard IndexBest Fit Index
 Morningstar UK Cau Tgt Alloc NR GBP  Morningstar Australia NZ 50/50 GR USD
3-Yr Beta0.690.37
3-Yr Alpha1.06-1.02
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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