Vanguard Global Stock Index Fund - Institutional Plus GBP Acc/ IE00BYVQ3L68 /
| NAV2024-06-06 | Chg.+0.1682 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 196.9813GBP | +0.09% | reinvestment | Equity Worldwide | Vanguard Group (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 0.15 | -1.09 | -3.92 | 3.02 | 4.17 | 0.74 | 3.78 | 2.15 | 0.22 | -5.45 | 1.33 | -7.49 | -3.09% |
| 2019 | 4.39 | 1.81 | 3.48 | 3.44 | -2.51 | 5.56 | 4.45 | -1.53 | 0.93 | -2.35 | 2.82 | 0.60 | +22.75% |
| 2020 | -0.13 | -5.54 | -10.59 | 9.05 | 6.96 | 2.70 | -1.36 | 4.57 | 0.00 | -3.09 | 9.26 | 1.80 | +12.32% |
| 2021 | -1.45 | 0.75 | 4.71 | 4.29 | -1.18 | 4.42 | 1.12 | 3.54 | -2.16 | 3.94 | 1.33 | 1.85 | +22.94% |
| 2022 | -4.39 | -2.54 | 4.71 | -3.84 | -0.28 | -5.22 | 7.77 | 0.14 | -5.45 | 3.92 | 3.39 | -5.21 | -7.84% |
| 2023 | 4.63 | -0.75 | 1.00 | 0.06 | 0.42 | 3.39 | 2.12 | -0.89 | -0.67 | -2.33 | 4.85 | 4.17 | +16.84% |
| 2024 | 1.30 | 4.99 | 3.28 | -2.83 | 2.76 | 1.00 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.78% | 9.60% | 9.70% | 13.77% | 17.03% |
| Sharpe ratio | 2.39 | 2.94 | 1.64 | 0.50 | 0.50 |
| Best month | +4.99% | +4.99% | +4.99% | +7.77% | +9.26% |
| Worst month | -2.83% | -2.83% | -2.83% | -5.45% | -10.59% |
| Maximum loss | -3.89% | -3.89% | -5.70% | -15.32% | -26.06% |
| Outperformance | +4.02% | - | +2.92% | +19.84% | - |
All quotes in GBP
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Vanguard Global Stock Index Fund... | reinvestment | 196.9813 | +19.62% | +35.26% | |
| Vanguard Global Stock Index Fund... | paying dividend | 164.2505 | +23.06% | +21.69% | |
| Vanguard Global Stock Index Fund... | paying dividend | 186.5851 | +23.14% | +21.94% | |
| Vanguard Global Stock Index Fund... | reinvestment | 49.6251 | +23.05% | +21.69% | |
| Vanguard Global Stock Index Fund... | reinvestment | 45.6047 | +20.93% | +36.32% | |
| Vanguard Global Stock Index Fund... | reinvestment | 50.5420 | +23.06% | +21.69% | |
| Vanguard Global Stock Index Fund... | reinvestment | 33.0283 | +21.84% | +21.30% | |
| Vanguard Global Stock Index Fund... | reinvestment | 327.6801 | +21.01% | +36.61% | |
| Vanguard Global Stock Index Fund... | reinvestment | 259.5170 | +23.14% | +21.94% | |
| Vanguard Global Stock Index Fund... | reinvestment | 46.2451 | +20.93% | +36.32% |
Performance
| YTD | +10.79% | ||
|---|---|---|---|
| 6 Months | +14.83% | ||
| 1 Year | +19.62% | ||
| 3 Years | +35.26% | ||
| 5 Years | +78.79% | ||
| 10 Years | - | ||
| Since start | +97.00% | ||
| Year | |||
| 2023 | +16.84% | ||
| 2022 | -7.84% | ||
| 2021 | +22.94% | ||
| 2020 | +12.32% | ||
| 2019 | +22.75% | ||
| 2018 | -3.09% | ||
