Vanguard Target Retirement 2025 Fund Accumulation Shares

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-Year--Not Rated
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Vanguard Target Retirement 2025 Fund Accumulation Shares
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev8.18 %
3-Yr Mean Return3.45 %
 
3-Yr Sharpe Ratio-0.01
 
Modern Portfolio Statistics-30/11/2024
 Standard IndexBest Fit Index
   Morningstar UK Mod Tgt Alloc NR GBP
3-Yr Beta-1.06
3-Yr Alpha--0.09
 
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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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