BlackRock Global Funds - World Financials Fund D2

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average3 star
5-YearHighAbove Average4 star
10-YearHighAverage4 star
OverallHighAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • BlackRock Global Funds - World Financials Fund D2
  • MSCI World/Financials NR USD
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev26.65 %
3-Yr Mean Return15.72 %
 
3-Yr Sharpe Ratio0.53
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 MSCI World/Financials NR USD  MSCI World/Financials NR USD
3-Yr Beta1.241.24
3-Yr Alpha3.073.07
 
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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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