Artemis US Smaller Companies Fund I Acc GBP

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average5 star
10-Year--Not Rated
OverallAbove AverageBelow Average5 star
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1 Year Daily Volatility Chart (annualised)
  • Artemis US Smaller Companies Fund I Acc GBP
  • Russell 2000 TR USD
Volatility Measurements30/09/2021
3-Yr Std Dev19.86 %
3-Yr Mean Return17.70 %
3-Yr Sharpe Ratio0.80
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Russell 2000 TR USD  MSCI US Mid Cap 450 GR USD
3-Yr Beta0.830.98
3-Yr Alpha7.011.93
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(