Magallanes Value Investors UCITS Iberian Equity R

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearAverageAbove Average3 star
10-Year--Not Rated
OverallAverageAverage3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Magallanes Value Investors UCITS Iberian Equity R
  • Morningstar Spain TME NR EUR
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev11.90 %
3-Yr Mean Return8.89 %
 
3-Yr Sharpe Ratio0.44
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Spain TME NR EUR  Morningstar Spain TME NR EUR
3-Yr Beta0.730.72
3-Yr Alpha-1.70-2.32
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures