TM CRUX UK Core Fund B Inc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageBelow Average5 star
Overall*Above AverageBelow Average5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • TM CRUX UK Core Fund B Inc
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev15.86 %
3-Yr Mean Return5.25 %
 
3-Yr Sharpe Ratio0.30
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh Ex Investment Trust TR GBP
3-Yr Beta0.950.94
3-Yr Alpha0.991.52
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2011-03-28. This is based upon a simulated/extended track record, using the track record of TM CRUX UK Core Fund A Inc (ISIN: GB0030613276), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)