Veritas Global Equity Income A EUR Inc NAV

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAverageAverage3 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Veritas Global Equity Income A EUR Inc NAV
  • MSCI World High Dividend Yield NR USD
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev14.04 %
3-Yr Mean Return10.89 %
 
3-Yr Sharpe Ratio0.71
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI World High Dividend Yield NR USD  MSCI World Value NR USD
3-Yr Beta1.100.92
3-Yr Alpha-1.21-0.39
 
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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)