Aptus Global Financials Fund A Income

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageHigh2 star
5-YearAbove AverageHigh3 star
10-Year--Not Rated
OverallAbove AverageHigh3 star
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1 Year Daily Volatility Chart (annualised)
  • Aptus Global Financials Fund A Income
  • MSCI World/Financials NR USD
Volatility Measurements30/11/2021
3-Yr Std Dev30.58 %
3-Yr Mean Return16.50 %
3-Yr Sharpe Ratio0.49
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 MSCI World/Financials NR USD  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.251.09
3-Yr Alpha1.38-1.12
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)