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

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAbove Average2 star
10-YearAverageAbove Average2 star
OverallAverageAbove 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 Measurements31/05/2024
 
3-Yr Std Dev26.46 %
3-Yr Mean Return-6.08 %
 
3-Yr Sharpe Ratio-0.34
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Renew Enrg NR USD  S&P Global Clean Energy TR USD
3-Yr Beta1.421.00
3-Yr Alpha-9.94-0.90
 
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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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