AXA World Funds - Framlington Evolving Trends I Capitalisation USD

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-YearAverageAverage3 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • AXA World Funds - Framlington Evolving Trends I Capitalisation USD
  • MSCI ACWI Growth NR USD
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev14.58 %
3-Yr Mean Return8.42 %
 
3-Yr Sharpe Ratio0.54
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.910.87
3-Yr Alpha-1.30-0.90
 
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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)