GemCap Investment Funds (Ireland) Plc – Calamos Global Convertible Fund Class Z CHF Acc

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average4 star
5-Year--Not Rated
10-Year--Not Rated
OverallHighAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • GemCap Investment Funds (Ireland) Plc – Calamos Global Convertible Fund Class Z CHF Acc
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev13.06 %
3-Yr Mean Return9.93 %
 
3-Yr Sharpe Ratio0.71
 
Modern Portfolio Statistics-30/04/2022
 Standard IndexBest Fit Index
   ICE BofA US Convt Bonds TR USD
3-Yr Beta-0.67
3-Yr Alpha--2.66
 
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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)