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Vanguard LifeStrategy 80% Equity A Inc (0P0000TKZN.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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22,934.30-140.30 (-0.61%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.16%
5-year average return6.80%
Number of years up10
Number of years down2
Best 1-yr total return (25 Apr 2024)22.15%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return22.15%
Worst 3-yr total return3.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000TKZN.LCategory
YTD6.12%0.00%
1-month3.07%0.00%
3-month6.12%0.00%
1-year14.18%0.00%
3-year6.48%0.00%
5-year7.78%0.00%
10-year8.65%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000TKZN.LCategory
2024
N/AN/A
2023
11.83%N/A
2022
-8.81%N/A
2021
14.44%N/A
2020
7.68%N/A
2019
18.06%N/A
2018
-4.04%N/A
2017
10.91%N/A
2016
22.15%N/A
2015
3.24%N/A
2014
9.23%N/A
2013
16.14%N/A
2012
10.83%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.12%N/AN/AN/A
20233.93%1.48%0.12%5.90%
2022-2.82%-7.75%-1.19%2.95%
20212.58%5.59%1.14%4.47%
2020-14.28%14.66%1.56%7.87%
20198.27%4.81%2.95%1.06%
2018-3.95%5.84%3.20%-8.54%
20174.30%0.59%1.52%4.13%
20162.30%7.04%7.02%4.24%
20156.24%-4.00%-4.33%5.81%
20140.72%2.27%2.05%3.91%
201310.78%-1.20%2.21%3.82%
20126.50%-2.03%3.61%2.53%
2011-10.85%7.33%N/AN/A

Rank in category (by total return)

YTD12
1-month28
3-month12
1-year12
3-year8
5-year9

Load adjusted returns

1-year14.18%
3-year6.48%
5-year7.78%
10-year8.65%