UBAM - Swiss Equity AD CHF

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Morningstar Rating™(Relative to Category)28/02/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average4 star
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
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1 Year Daily Volatility Chart (annualised)
  • UBAM - Swiss Equity AD CHF
  • MSCI Switzerland NR CHF
Volatility Measurements28/02/2021
3-Yr Std Dev12.40 %
3-Yr Mean Return9.17 %
3-Yr Sharpe Ratio0.67
Modern Portfolio Statistics28/02/202128/02/2021
 Standard IndexBest Fit Index
 MSCI Switzerland NR CHF  MSCI Europe Growth NR EUR
3-Yr Beta1.010.83
3-Yr Alpha-0.591.10
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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