AXA World Funds - Global Optimal Income F Capitalisation EUR

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAverageAverage3 star
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • AXA World Funds - Global Optimal Income F Capitalisation EUR
  • Morningstar EU Mod Gbl Tgt Alloc NR EUR
%
Volatility Measurements31/05/2022
 
3-Yr Std Dev10.06 %
3-Yr Mean Return0.79 %
 
3-Yr Sharpe Ratio0.05
 
Modern Portfolio Statistics31/05/202231/05/2022
 Standard IndexBest Fit Index
 Morningstar EU Mod Gbl Tgt Alloc NR EUR  MSCI Europe ex UK Small Cap NR EUR
3-Yr Beta1.070.47
3-Yr Alpha-3.56-3.99
 
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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)