AXA Framlington UK Mid Cap Fund R GBP Accumulation

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow4 star
5-YearAverageLow4 star
10-YearAbove AverageAverage4 star
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • AXA Framlington UK Mid Cap Fund R GBP Accumulation
  • FTSE 250 Ex Investment Trust TR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev18.82 %
3-Yr Mean Return17.06 %
 
3-Yr Sharpe Ratio0.82
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE 250 Ex Investment Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.830.86
3-Yr Alpha4.063.75
 
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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)