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
 
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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
 
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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)

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