Edmond de Rothschild Fund - Big Data N EUR

Morningstar Rating™(Relative to Category)31/10/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearBelow AverageBelow Average2 star
10-Year--Not Rated
OverallBelow AverageBelow Average2 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Edmond de Rothschild Fund - Big Data N EUR
  • MSCI World/Information Tech NR USD
Volatility Measurements31/10/2020
3-Yr Std Dev15.49 %
3-Yr Mean Return8.55 %
3-Yr Sharpe Ratio0.50
Modern Portfolio Statistics31/10/202031/10/2020
 Standard IndexBest Fit Index
 MSCI World/Information Tech NR USD  Morningstar DM NR USD
3-Yr Beta0.811.04
3-Yr Alpha-9.360.88
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)

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies