Odey Investments Plc - Odey Swan Fund I GBP

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Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
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1 Year Daily Volatility Chart (annualised)
  • Odey Investments Plc - Odey Swan Fund I GBP
  • Morningstar UK Cau Tgt Alloc NR GBP
%
Volatility Measurements31/05/2023
 
3-Yr Std Dev28.13 %
3-Yr Mean Return22.55 %
 
3-Yr Sharpe Ratio0.69
 
Modern Portfolio Statistics31/05/202331/05/2023
 Standard IndexBest Fit Index
 Morningstar UK Cau Tgt Alloc NR GBP  Morningstar UK Corp Bd GR GBP
3-Yr Beta-3.34-1.94
3-Yr Alpha4.735.37
 
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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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