Goldman Sachs Global Millennials Equity Portfolio Base Acc USD

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearAverageAbove Average3 star
10-YearAverageHigh3 star
OverallAverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Goldman Sachs Global Millennials Equity Portfolio Base Acc USD
  • Morningstar Gbl Growth TME NR USD
%
Volatility Measurements30/06/2024
 
3-Yr Std Dev17.18 %
3-Yr Mean Return-1.55 %
 
3-Yr Sharpe Ratio-0.26
 
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Growth TME NR USD  Morningstar Gbl Growth TME NR USD
3-Yr Beta1.061.06
3-Yr Alpha-9.89-9.89
 
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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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