Artemis Monthly Distribution Fund I Acc

Morningstar Rating™(Relative to Category)31/03/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAbove AverageHigh4 star
10-Year--Not Rated
OverallAverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis Monthly Distribution Fund I Acc
  • Morningstar UK Moderate
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev10.17 %
3-Yr Mean Return-2.66 %
 
3-Yr Sharpe Ratio-0.32
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 Morningstar UK Moderate  Red Rocks Gbl Listed Private Eqty TR EUR
3-Yr Beta1.300.52
3-Yr Alpha-5.09-2.49
 
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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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