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

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAverage4 star
10-YearAbove AverageAverage5 star
OverallAbove AverageAverage4 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 Measurements31/01/2024
 
3-Yr Std Dev8.32 %
3-Yr Mean Return-2.57 %
 
3-Yr Sharpe Ratio-0.57
 
Modern Portfolio Statistics31/01/202431/01/2024
 Standard IndexBest Fit Index
 Refinitiv Global CB TR USD  Refinitiv Global CB TR USD
3-Yr Beta0.960.96
3-Yr Alpha-2.13-2.13
 
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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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