WS Ruffer Total Return Fund C Accumulation

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Morningstar Rating™(Relative to Category)30/04/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAbove AverageBelow Average4 star
10-YearAverageBelow Average4 star
Overall*AverageBelow Average4 star
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1 Year Daily Volatility Chart (annualised)
  • WS Ruffer Total Return Fund C Accumulation
  • Morningstar UK Mod Tgt Alloc NR GBP
Volatility Measurements30/04/2024
3-Yr Std Dev5.55 %
3-Yr Mean Return-0.23 %
3-Yr Sharpe Ratio-0.49
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Morningstar Gbl Upstm Nat Res NR USD
3-Yr Beta0.220.27
3-Yr Alpha-2.73-5.40
* This share class has performance data calculated prior to the inception date, 2012-09-19. This is based upon a simulated/extended track record, using the track record of LF Ruffer Total Return O Acc (ISIN: GB0009684100), 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(
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