WS Guinness Global Energy Fund I Acc

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAverageAbove Average2 star
OverallAverageAbove Average3 star
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1 Year Daily Volatility Chart (annualised)
  • WS Guinness Global Energy Fund I Acc
  • Morningstar Global Enrg TME NR USD
Volatility Measurements31/03/2024
3-Yr Std Dev23.05 %
3-Yr Mean Return28.01 %
3-Yr Sharpe Ratio0.97
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar Global Enrg TME NR USD  Morningstar Global Enrg TME GR USD
3-Yr Beta1.041.04
3-Yr Alpha0.24-0.77
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(
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