Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating

ISINIE00BMVB5P51
TickerV60A
Backtest this ETF
Total annual cost
0.30%

TER 0.25% + transaction cost 0.05%

Category
ETF
Data available from
Dec 31, 2020
Underlying assets
13

Metrics at a glance

CAGR
+6.67%
Volatility
8.68%
Sharpe
0.54
Sortino
0.53
Calmar
0.33
Ulcer Index
5.86
Max Drawdown
14.11%
VaR 95%
4.16%
VaR 99%
4.79%
% Positive Months
62.69%

Performance over time

Rolling returns

Return computed over every rolling window of the selected length.

Fund composition

Estimated country, currency, and sector allocation from the underlying holdings.

Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating
No data available

Top holdings

Top 10 Weight

97.1%

Total Assets

13

HHI

0.000

  1. Vanguard FTSE Dev World ETF USD Acc
    19.3%
  2. Vanguard FTSE All-World ETF USD Acc
    19.3%
  3. Vanguard Global Aggt Bd ETF EUR H Acc
    19.2%
  4. Vanguard FTSE North America ETF USD Acc
    12.7%
  5. Vanguard USD Trs Bd ETF EUR H Acc
    7.7%
  6. Vanguard EUR Euroz GovBd ETFEURAcc
    5.0%
  7. Vanguard USD Corp Bd ETF EUR H Acc
    5.0%
  8. Vanguard FTSE Emerg Markets ETF USD Acc
    4.2%
  9. Vanguard FTSE Developed Europe ETFEURAcc
    2.9%
  10. Vanguard EUR Corp Bd ETF EUR Acc
    1.8%

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