Barings German Growth Trust - Class A EUR Inc

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageAbove Average3 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Barings German Growth Trust - Class A EUR Inc
  • Morningstar Germany TME NR EUR
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev14.87 %
3-Yr Mean Return4.97 %
 
3-Yr Sharpe Ratio0.16
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar Germany TME NR EUR  Morningstar DM Ezn TME GR EUR
3-Yr Beta0.921.01
3-Yr Alpha1.23-3.77
 
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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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