VT Castlebay UK Equity Fund A Accumulation

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow5 star
5-YearHighLow5 star
10-Year--Not Rated
OverallHighLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • VT Castlebay UK Equity Fund A Accumulation
  • FTSE AllSh TR GBP
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev14.40 %
3-Yr Mean Return5.28 %
 
3-Yr Sharpe Ratio0.34
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Growth NR GBP
3-Yr Beta0.760.94
3-Yr Alpha1.75-1.08
 
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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)