Vanguard Global Small-Cap Index Fund USD Acc

Qualification

ISIN: IE00B42LF923

Categoria Morningstar: Global Small/Mid-Cap Equity

Società: Ninety One

The Fund seeks to provide long term growth of capital by tracking the performance of the Morgan Stanley Capital International (MSCI) Small Cap World Index, a market capitalisation weighted index of small cap companies in developed countries.
The Fund employs a “passive management” or indexing investment strategy designed to track the performance of the index by investing in all, or a representative sample, of the securities that make up the index, holding each stock approximate proportion to its weighting in the index.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 56,55 3 anni: 11,88 5 anni: 11,87 Inizio: 13,81 2021: 13,10 2020: 6,23 2019: 28,21 2018: -9,73 2017: 7,54
Rendimento annuo: Categoria 1 anno: 58,43 3 anni: 13,14 5 anni: 12,05 Inizio: - 2021: 13,83 2020: 7,30 2019: 25,92 2018: -11,62 2017: 10,37
Rendimento annuo: Percentile 1 anno: 41,00 3 anni: 42,00 5 anni: 35,00 Inizio:- 2021: 44,00 2020: 51,00 2019: 35,00 2018: 43,00 2017: 71,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 21,67 3 Sharpe Ratio: 0,51 5 Correlazione: 99,59 Beta: 1,06 Alfa: 0,51 Tracking error: 2,51 Info Ratio: 0,38
Fonte: Morningstar. Dati in euros. Categoria: Global Small/Mid-Cap Equity. Data: 2021-04-20
Fonte: Morningstar. Dati in euros. Categoria: Global Small/Mid-Cap Equity. Data: 2021-04-20