VT Global Total Return Fund F Accumulation

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-YearHighAbove Average5 star
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • VT Global Total Return Fund F Accumulation
  • Morningstar UK Cau Tgt Alloc NR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev7.42 %
3-Yr Mean Return5.60 %
 
3-Yr Sharpe Ratio0.68
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Morningstar UK Cau Tgt Alloc NR GBP  OSE Small Cap
3-Yr Beta0.690.20
3-Yr Alpha2.713.40
 
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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)