Pictet-Security I USD

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Morningstar Rating™(Relative to Category)30/06/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage5 star
10-YearHighBelow Average5 star
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Pictet-Security I USD
  • MSCI ACWI NR USD
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev17.11 %
3-Yr Mean Return8.03 %
 
3-Yr Sharpe Ratio0.44
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.990.94
3-Yr Alpha-0.87-2.76
 
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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)