Capital Group Emerging Markets Total Opportunities (LUX) B

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAbove AverageLow4 star
10-YearAbove AverageLow4 star
OverallAbove AverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Capital Group Emerging Markets Total Opportunities (LUX) B
  • Cat 50%JPM EMBI Plus TR&50%MSCI EM NR
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev7.55 %
3-Yr Mean Return4.06 %
 
3-Yr Sharpe Ratio0.46
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 Cat 50%JPM EMBI Plus TR&50%MSCI EM NR  Cat 50%JPM EMBI Plus TR&50%MSCI EM NR
3-Yr Beta0.840.84
3-Yr Alpha-1.06-1.06
 
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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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