Vanguard U.K. Inflation-Linked Gilt Index Fund GBP Acc
Ticker
0P0000SHY5.L
ISIN
GB00B45Q903
Price
GBp 14,219.27
Change Today
-40.13 / -0.281 %
Price 1 year ago
14,539.71 / -2.204 %
Morningstar
4
52 Week Low
14,050.89
52 Week High
15,438.85
200 Day Moving Average 14,623.05
14,623.05
50-day Moving Average
14,714.12
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | -0.06 |
| Sortino Ratio | -0.47 |
| Maximum Drawdown | -8.93% |
| Maximum Drawdown Date | 2024-01-17 |
| Calmar Ratio | 0.07 |
1 year
| Parameter | Value |
|---|---|
| Return | -0.43 |
| Volatility | 11.417% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | -3.043% |
| Average Annual Volatility | 20.336% |
| Sharpe Ratio | -0.15 |
| Sortino Ratio | -0.38 |
| Maximum Drawdown | -50.0% |
| Maximum Drawdown Date | 2022-09-27 |
| Calmar Ratio | 0.06 |
Company information
Summary
The Vanguard U.K. Inflation-Linked Gilt Index Fund (the “Fund”) seeks to track the performance of the Bloomberg Barclays U.K. Government Inflation-Linked Float Adjusted Bond Index (the “Index”). The Fund is a passive fund with an indexing investment strategy designed to track the performance of the Index as closely as possible by investing in a representative sample of the component bonds of the Index.
Market
GB
Category
GBP Inflation-Linked Bond
Expense Ratio
0.10%
Fund family
-
Morningstar
4
Yield
-
Exchange
LSE
| Sector | Weight |
|---|---|
| Realestate | 0.00% |
| Consumer cyclical | 0.00% |
| Basic materials | 0.00% |
| Consumer defensive | 0.00% |
| Technology | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
None
Holdings
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P0000KSP6.L | Vanguard FTSE Developed World ex-U.K. Equity Index Fund GBP Acc | GB00B59G4Q7 | LSE | 0.15% | 5 | ||
| 0P0000KSP7.L | Vanguard FTSE Developed World ex-U.K. Equity Index Fund GBP Inc | GB00B59G4Q7 | LSE | 0.15% | 5 | ||
| 0P000147Q6.L | Vanguard FTSE Developed World ex-U.K. Equity Index Fund Institutional Plus GBP Inc | GB00B59G4Q7 | LSE | 0.15% | 5 | ||
| 0P000147Q7.L | Vanguard FTSE Developed World ex-U.K. Equity Index Fund Institutional Plus GBP Acc | GB00B59G4Q7 | LSE | 0.15% | 5 | ||
| IGLS.L | iShares UK Gilts 0-5yr UCITS ETF GBP (Dist) | IE00B4WXJK7 | LSE | 0.09% | 5 | +3.30 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
- Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
- Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
- Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
- Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
- Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
- Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.