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Vanguard LifeStrategy 60% Equity UCITS ETF EUR Acc...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
IE00BMVB5P51
Issuer
Vanguard
Inception Date
Dec 8, 2020
Leveraged
1x (No leverage)
Index Tracked
Blended Index (60% Equity / 40% Bonds)
Domicile
Ireland
Distribution Policy
Accumulating
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

V60A.DE is traded in EUR, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to EUR using the latest available exchange rates.

Returns By Period

Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating (V60A.DE) has returned -1.90% so far this year and 8.09% over the past 12 months.


Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating

1D
0.04%
1M
-4.27%
YTD
-1.90%
6M
0.81%
1Y
8.09%
3Y*
9.18%
5Y*
4.89%
10Y*

Benchmark (S&P 500 Index)

1D
2.02%
1M
-2.96%
YTD
-3.12%
6M
-0.95%
1Y
8.84%
3Y*
14.21%
5Y*
10.59%
10Y*
11.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 11, 2020, V60A.DE's average daily return is +0.02%, while the average monthly return is +0.49%. At this rate, your investment would double in approximately 11.8 years.

Historically, 63% of months were positive and 38% were negative. The best month was Jul 2022 with a return of +6.8%, while the worst month was Sep 2022 at -5.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, V60A.DE closed higher 55% of trading days. The best single day was Apr 10, 2025 with a return of +2.4%, while the worst single day was Apr 9, 2025 at -2.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.88%1.58%-4.27%-1.90%
20252.71%-0.94%-4.52%-1.96%3.55%0.79%2.68%0.09%1.96%2.97%-0.18%-0.03%7.02%
20241.47%1.85%2.65%-1.94%0.84%3.19%0.93%0.41%1.32%-0.37%4.38%-1.11%14.29%
20233.58%-0.62%0.64%0.06%1.24%1.93%1.56%-0.89%-1.53%-2.65%5.04%3.65%12.38%
2022-3.76%-1.86%1.44%-2.91%-2.22%-4.38%6.76%-2.21%-5.33%1.70%1.68%-3.49%-14.22%
2021-0.26%0.75%3.18%1.01%-0.04%2.82%1.10%1.58%-1.59%2.63%0.46%1.95%14.35%

Benchmark Metrics

Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating has an annualized alpha of 2.43%, beta of 0.25, and R² of 0.24 versus S&P 500 Index. Calculated based on daily prices since December 14, 2020.

  • This ETF participated in 68.81% of S&P 500 Index downside but only 50.96% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.25 may look defensive, but with R² of 0.24 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R² of 0.24 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.43%
Beta
0.25
0.24
Upside Capture
50.96%
Downside Capture
68.81%

Expense Ratio

V60A.DE has an expense ratio of 0.25%, which is considered low.


Return for Risk

Risk / Return Rank

V60A.DE ranks 40 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


V60A.DE Risk / Return Rank: 4040
Overall Rank
V60A.DE Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
V60A.DE Sortino Ratio Rank: 4040
Sortino Ratio Rank
V60A.DE Omega Ratio Rank: 4242
Omega Ratio Rank
V60A.DE Calmar Ratio Rank: 3434
Calmar Ratio Rank
V60A.DE Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating (V60A.DE) and compare them to a chosen benchmark (S&P 500 Index).


V60A.DEBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.83

0.43

+0.40

Sortino ratio

Return per unit of downside risk

1.19

0.73

+0.46

Omega ratio

Gain probability vs. loss probability

1.17

1.11

+0.06

Calmar ratio

Return relative to maximum drawdown

0.87

0.67

+0.21

Martin ratio

Return relative to average drawdown

4.08

2.80

+1.28

Explore V60A.DE risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating was 15.27%, occurring on Oct 14, 2022. Recovery took 356 trading sessions.

The current Vanguard LifeStrategy 60% Equity UCITS ETF EUR Accumulating drawdown is 4.55%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-15.27%Nov 23, 2021230Oct 14, 2022356Mar 6, 2024586
-13.05%Feb 11, 202542Apr 9, 2025107Sep 10, 2025149
-5.22%Feb 26, 202622Mar 27, 2026
-4.35%Jul 16, 202415Aug 5, 202418Aug 29, 202433
-3.11%Feb 16, 202114Mar 5, 202117Mar 30, 202131

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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