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Vanguard LifeStrategy 60% Equity A Acc (0P0000TKZK.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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23,702.20+139.80 (+0.59%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.09%
5-year average return4.89%
Number of years up10
Number of years down2
Best 1-yr total return (2 May 2024)18.27%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return18.27%
Worst 3-yr total return1.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000TKZK.LCategory
YTD4.34%0.00%
1-month2.57%0.00%
3-month4.34%0.00%
1-year10.88%0.00%
3-year3.59%0.00%
5-year5.42%0.00%
10-year6.79%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000TKZK.LCategory
2024
N/AN/A
2023
10.14%N/A
2022
-11.22%N/A
2021
9.93%N/A
2020
7.84%N/A
2019
15.24%N/A
2018
-3.10%N/A
2017
8.67%N/A
2016
18.27%N/A
2015
2.68%N/A
2014
9.52%N/A
2013
11.31%N/A
2012
9.52%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.34%N/AN/AN/A
20233.64%0.52%-0.39%6.14%
2022-3.58%-7.63%-2.61%2.37%
20210.89%4.52%0.78%3.45%
2020-10.43%11.91%1.32%6.18%
20197.05%4.15%3.13%0.22%
2018-3.04%4.29%2.18%-6.21%
20173.40%0.49%1.18%3.36%
20162.79%6.26%5.75%2.38%
20155.28%-3.63%-2.83%4.15%
20141.20%2.20%2.05%3.76%
20138.59%-1.96%1.90%2.61%
20124.75%-0.83%3.17%2.19%
2011-6.72%6.88%N/AN/A

Rank in category (by total return)

YTD15
1-month31
3-month15
1-year20
3-year14
5-year9

Load adjusted returns

1-year10.88%
3-year3.59%
5-year5.42%
10-year6.79%