iShares Global Clean Energy UCITS ETF USD (Dist) | INRG

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • iShares Global Clean Energy UCITS ETF USD (Dist) | INRG
  • Morningstar Gbl Renew Enrg NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev25.16 %
3-Yr Mean Return-14.71 %
 
3-Yr Sharpe Ratio-0.76
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Renew Enrg NR USD  Morningstar Gbl Renew Enrg NR USD
3-Yr Beta1.401.40
3-Yr Alpha-16.40-16.40
 
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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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