WS Morant Wright Nippon Yield Fund B Accumulation

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearHighAverage5 star
10-YearHighAverage5 star
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • WS Morant Wright Nippon Yield Fund B Accumulation
  • Morningstar Japan TME NR JPY
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev9.60 %
3-Yr Mean Return15.55 %
 
3-Yr Sharpe Ratio1.27
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar Japan TME NR JPY  Morningstar Japan NR JPY
3-Yr Beta0.610.68
3-Yr Alpha14.2312.38
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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