Polar Capital Funds PLC - Polar Capital Healthcare Opportunities Fund Inc

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average4 star
10-YearHighAbove Average5 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Polar Capital Funds PLC - Polar Capital Healthcare Opportunities Fund Inc
  • MSCI World/Health Care NR USD
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev17.16 %
3-Yr Mean Return11.92 %
 
3-Yr Sharpe Ratio0.63
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 MSCI World/Health Care NR USD  MSCI World/Health Care NR USD
3-Yr Beta1.111.11
3-Yr Alpha-3.02-3.02
 
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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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