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

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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22,105.60+35.00 (+0.16%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up8
Number of years down1
Best 1-yr total return (Invalid Date)18.27%
Worst 1-yr total return (Invalid Date)-3.10%
Best 3-yr total return18.27%
Worst 3-yr total return6.39%

Trailing returns (%) vs. Benchmarks

Return0P0000TKZK.LCategory
YTD-5.99%2.91%
1-month3.95%0.67%
3-month1.57%2.91%
1-year-3.52%12.90%
3-year4.08%6.44%
5-year5.74%6.97%
10-year7.41%4.88%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000TKZK.LCategory
2021
N/AN/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%1.35%
2014
9.52%5.51%
2013
11.31%9.90%
2012
9.52%8.56%
2011
N/A-2.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20210.89%4.52%N/AN/A
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)

YTD37
1-month12
3-month22
1-year52
3-year9
5-year8

Load adjusted returns

1-year13.44%
3-year7.89%
5-year8.36%
10-year8.35%