Polar Capital Funds PLC - Polar Capital Global Insurance Fund A Inc

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow5 star
5-YearAverageLow5 star
10-YearHighLow5 star
Overall*Above AverageLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Polar Capital Funds PLC - Polar Capital Global Insurance Fund A Inc
  • Morningstar Gbl Fin Svc TME NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev11.90 %
3-Yr Mean Return20.88 %
 
3-Yr Sharpe Ratio1.31
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Fin Svc TME NR USD  Morningstar Gbl Fin Svc TME NR USD
3-Yr Beta0.680.67
3-Yr Alpha8.037.04
 
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* This share class has performance data calculated prior to the inception date, 2011-05-31. This is based upon a simulated/extended track record 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)
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