BlackRock Global Funds - World Energy Fund D4

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAverage5 star
10-YearAverageAverage3 star
OverallAverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • BlackRock Global Funds - World Energy Fund D4
  • Morningstar Global Enrg TME NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev22.70 %
3-Yr Mean Return23.54 %
 
3-Yr Sharpe Ratio0.78
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Global Enrg TME NR USD  Morningstar Global Enrg TME NR USD
3-Yr Beta1.081.08
3-Yr Alpha1.371.37
 
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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)
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