Artemis Monthly Distribution Fund I Acc

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearHighAbove Average5 star
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis Monthly Distribution Fund I Acc
  • Morningstar UK Moderate
%
Volatility Measurements31/12/2019
 
3-Yr Std Dev5.68 %
3-Yr Mean Return4.41 %
 
3-Yr Sharpe Ratio0.66
 
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 Morningstar UK Moderate  MSCI ACWI NR USD
3-Yr Beta0.800.52
3-Yr Alpha-0.33-1.14
 
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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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