GlobalAccess US Small & Mid Cap Equity Fund M Dis USD

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh3 star
5-YearAverageAbove Average3 star
10-Year--Not Rated
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • GlobalAccess US Small & Mid Cap Equity Fund M Dis USD
  • Russell Mid Cap TR USD
%
Volatility Measurements31/08/2020
 
3-Yr Std Dev19.81 %
3-Yr Mean Return7.56 %
 
3-Yr Sharpe Ratio0.34
 
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 Russell Mid Cap TR USD  MSCI USA Small Cap NR USD
3-Yr Beta1.070.96
3-Yr Alpha-2.101.11
 
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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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