Artemis Income Fund I Inc

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageBelow Average5 star
10-YearHighAverage5 star
Overall*HighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis Income Fund I Inc
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev12.26 %
3-Yr Mean Return9.60 %
 
3-Yr Sharpe Ratio0.49
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  FTSE AllSh TR GBP
3-Yr Beta1.061.07
3-Yr Alpha0.911.14
 
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* This share class has performance data calculated prior to the inception date, 2008-03-07. This is based upon a simulated/extended track record, using the track record of Artemis Income R Inc (ISIN: GB0006572464), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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