Polar Capital Funds PLC - Polar Capital Healthcare Opportunities Fund R Inc

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearAbove AverageAbove Average4 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Polar Capital Funds PLC - Polar Capital Healthcare Opportunities Fund R Inc
  • Morningstar Gbl Health TME NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev14.18 %
3-Yr Mean Return9.22 %
 
3-Yr Sharpe Ratio0.38
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Health TME NR USD  Morningstar Gbl Health TME NR USD
3-Yr Beta1.021.02
3-Yr Alpha3.443.44
 
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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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