VT Castlebay UK Equity Fund A Accumulation

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow4 star
5-YearAbove AverageLow4 star
10-Year--Not Rated
OverallAbove AverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • VT Castlebay UK Equity Fund A Accumulation
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev14.44 %
3-Yr Mean Return7.47 %
 
3-Yr Sharpe Ratio0.47
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Growth NR USD
3-Yr Beta0.780.99
3-Yr Alpha3.74-2.10
 
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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)