Allianz Global Investors Fund - Allianz Europe Small Cap Equity A EUR

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAverage2 star
10-Year*Below AverageAverage2 star
Overall*Below AverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Allianz Global Investors Fund - Allianz Europe Small Cap Equity A EUR
  • MSCI Europe Small Cap NR EUR
%
Volatility Measurements31/10/2021
 
3-Yr Std Dev20.27 %
3-Yr Mean Return14.48 %
 
3-Yr Sharpe Ratio0.65
 
Modern Portfolio Statistics31/10/202131/10/2021
 Standard IndexBest Fit Index
 MSCI Europe Small Cap NR EUR  MSCI Europe Small Cap NR USD
3-Yr Beta1.031.03
3-Yr Alpha-1.16-1.16
 
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* This share class has performance data calculated prior to the inception date, 2012-06-05. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)