UBS(Lux)Fund Solutions – MSCI USA Socially Responsible UCITS ETF(USD)A-dis (GBP) | UC46

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearHighAverage5 star
10-YearAverageBelow Average3 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • UBS(Lux)Fund Solutions – MSCI USA Socially Responsible UCITS ETF(USD)A-dis (GBP) | UC46
  • Russell 1000 TR USD
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev13.20 %
3-Yr Mean Return26.36 %
 
3-Yr Sharpe Ratio1.76
 
Modern Portfolio Statistics31/12/2021-
 Standard IndexBest Fit Index
 Russell 1000 TR USD  
3-Yr Beta0.85-
3-Yr Alpha4.79-
 
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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)