CT MM Navigator Distribution Fund C Inc

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage5 star
5-YearBelow AverageHigh2 star
10-YearAverageHigh2 star
Overall*AverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • CT MM Navigator Distribution Fund C Inc
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev7.08 %
3-Yr Mean Return3.10 %
 
3-Yr Sharpe Ratio0.05
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Morningstar Dev Eur Sml TME NR EUR
3-Yr Beta0.760.38
3-Yr Alpha0.181.01
 
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* This share class has performance data calculated prior to the inception date, 2012-06-26. This is based upon a simulated/extended track record, using the track record of CT MM Navigator Distribution A Acc (ISIN: GB00B23Y3F84), 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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