BlackRock UK Special Situations Fund Class X Income

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAverageAverage2 star
10-YearAbove AverageAverage4 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • BlackRock UK Special Situations Fund Class X Income
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev14.48 %
3-Yr Mean Return0.64 %
 
3-Yr Sharpe Ratio-0.18
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  Morningstar UK Small Cap TME NR GBP
3-Yr Beta1.160.77
3-Yr Alpha-8.130.75
 
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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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