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Smith & Williamson Global Gold and Resources A

Morningstar Rating™(Relative to Category)31/08/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowBelow Average2 star
5-YearBelow AverageLow3 star
10-YearAverageBelow Average4 star
OverallBelow AverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Smith & Williamson Global Gold and Resources A
  • EMIX Global Mining Global Gold TR USD
%
Volatility Measurements31/08/2019
 
3-Yr Std Dev21.71 %
3-Yr Mean Return0.36 %
 
3-Yr Sharpe Ratio-0.01
 
Modern Portfolio Statistics31/08/201931/08/2019
 Standard IndexBest Fit Index
 EMIX Global Mining Global Gold TR USD  NYSE Arca Gold Miners PR USD
3-Yr Beta0.780.79
3-Yr Alpha-10.50-8.92
 
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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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