Schroder Small Cap Discovery Fund A Accumulation GBP

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage2 star
5-YearBelow AverageBelow Average2 star
10-YearAverageBelow Average4 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder Small Cap Discovery Fund A Accumulation GBP
  • MSCI Emerging Markets SMID NR USD
%
Volatility Measurements31/05/2022
 
3-Yr Std Dev17.96 %
3-Yr Mean Return9.30 %
 
3-Yr Sharpe Ratio0.48
 
Modern Portfolio Statistics31/05/202231/05/2022
 Standard IndexBest Fit Index
 MSCI Emerging Markets SMID NR USD  Morningstar Asia Pac xJpn NR USD
3-Yr Beta0.951.14
3-Yr Alpha-0.08-0.12
 
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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)