Alken Fund - Small Cap Europe Class R

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAbove Average1 star
10-YearAverageHigh2 star
OverallBelow AverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Alken Fund - Small Cap Europe Class R
  • MSCI Europe Small Cap NR EUR
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev23.49 %
3-Yr Mean Return2.89 %
 
3-Yr Sharpe Ratio0.10
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI Europe Small Cap NR EUR  Euronext Paris CAC Mid 60 NR EUR
3-Yr Beta1.021.00
3-Yr Alpha-8.56-1.84
 
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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)