CT (Lux) - Pan European Small Cap Opportunities Class AE (EUR Accumulation Shares)

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAverage2 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • CT (Lux) - Pan European Small Cap Opportunities Class AE (EUR Accumulation Shares)
  • Morningstar Dev Eur Sml TME NR EUR
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev18.77 %
3-Yr Mean Return-7.84 %
 
3-Yr Sharpe Ratio-0.63
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Dev Eur Sml TME NR EUR  Morningstar Dev Eur SMID TME NR EUR
3-Yr Beta1.121.17
3-Yr Alpha-6.46-8.18
 
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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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