Artemis US Smaller Companies Fund I Acc GBP

Morningstar Rating™(Relative to Category)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearHighAbove Average5 star
10-Year--Not Rated
OverallHighAbove Average5 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Artemis US Smaller Companies Fund I Acc GBP
  • Russell 2000 TR USD
Volatility Measurements29/02/2020
3-Yr Std Dev16.65 %
3-Yr Mean Return11.28 %
3-Yr Sharpe Ratio0.61
Modern Portfolio Statistics29/02/202029/02/2020
 Standard IndexBest Fit Index
 Russell 2000 TR USD  Russell 1000 Growth TR USD
3-Yr Beta0.891.10
3-Yr Alpha7.20-5.34
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(

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