Edmond de Rothschild Fund - Big Data N EUR

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowBelow Average1 star
5-Year--Not Rated
10-Year--Not Rated
OverallLowBelow Average1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Edmond de Rothschild Fund - Big Data N EUR
  • MSCI World/Information Tech NR USD
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev15.42 %
3-Yr Mean Return9.62 %
 
3-Yr Sharpe Ratio0.56
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 MSCI World/Information Tech NR USD  Morningstar DM NR USD
3-Yr Beta0.831.05
3-Yr Alpha-12.080.34
 
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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)

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