CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH CHF

Morningstar Rating™(Relative to Category)31/07/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-Year--Not Rated
OverallBelow AverageAbove Average2 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH CHF
  • Cat 50%Citi SwissGBI&50%MSCI Wld Free NR
Volatility Measurements31/07/2020
3-Yr Std Dev10.19 %
3-Yr Mean Return3.25 %
3-Yr Sharpe Ratio0.26
Modern Portfolio Statistics31/07/202031/07/2020
 Standard IndexBest Fit Index
 Cat 50%Citi SwissGBI&50%MSCI Wld Free NR  Red Rocks Gbl Listed Private Eqty TR USD
3-Yr Beta1.100.39
3-Yr Alpha-2.830.30
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)

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies