Alma Platinum IV Systematic Alpha R0C-U

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Morningstar Rating™(Relative to Category)30/04/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighLow5 star
5-YearBelow AverageLow3 star
10-Year--Not Rated
OverallAverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Alma Platinum IV Systematic Alpha R0C-U
  • Morningstar US Mod Tgt Alloc NR USD
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev12.94 %
3-Yr Mean Return18.72 %
 
3-Yr Sharpe Ratio1.13
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar US Mod Tgt Alloc NR USD  Morningstar US 1-3Y Core Bd TR USD
3-Yr Beta-0.24-2.90
3-Yr Alpha10.341.50
 
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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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