Capital Group New World Fund (LUX) Z (CHF)

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearAbove AverageLow4 star
10-YearHighLow5 star
OverallHighLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Capital Group New World Fund (LUX) Z (CHF)
  • MSCI EM NR USD
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev15.00 %
3-Yr Mean Return13.11 %
 
3-Yr Sharpe Ratio0.79
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 MSCI EM NR USD  Morningstar Asia Pac NR USD
3-Yr Beta0.911.10
3-Yr Alpha5.114.55
 
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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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