GemCap Investment Funds (Ireland) Plc – Calamos Global Convertible Fund Class A USD Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearAbove AverageAverage4 star
10-YearHighAverage5 star
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • GemCap Investment Funds (Ireland) Plc – Calamos Global Convertible Fund Class A USD Acc
  • Refinitiv Global CB TR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev10.00 %
3-Yr Mean Return13.37 %
 
3-Yr Sharpe Ratio1.22
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Refinitiv Global CB TR USD  ICE BofA US Convt Bonds TR USD
3-Yr Beta0.850.64
3-Yr Alpha1.49-0.47
 
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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)