WSF Global Equity Fund USD I

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average3 star
10-YearAbove AverageHigh4 star
OverallAbove AverageHigh4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • WSF Global Equity Fund USD I
  • DJ Islamic World TR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev15.07 %
3-Yr Mean Return7.62 %
 
3-Yr Sharpe Ratio0.46
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 DJ Islamic World TR USD  Cat 25%Barclays US Agg TR&75%FTSE Wld TR
3-Yr Beta0.911.17
3-Yr Alpha-6.80-4.96
 
Advertisement
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)