iShares Emerging Markets Equity Index Fund (UK) D Acc

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow4 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageBelow Average4 star
Overall*Above AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • iShares Emerging Markets Equity Index Fund (UK) D Acc
  • Morningstar EM TME NR USD
%
Volatility Measurements29/02/2024
 
3-Yr Std Dev12.50 %
3-Yr Mean Return-1.28 %
 
3-Yr Sharpe Ratio-0.28
 
Modern Portfolio Statistics29/02/202429/02/2024
 Standard IndexBest Fit Index
 Morningstar EM TME NR USD  MSCI EM NR USD
3-Yr Beta0.930.89
3-Yr Alpha-0.800.27
 
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* This share class has performance data calculated prior to the inception date, 2012-06-29. This is based upon a simulated/extended track record, using the track record of iShares Emerging Mkts Eq Idx (UK) A Acc (ISIN: GB00B65W2626), 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)
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