Artisan Global Value Fund Class I Sterling Accumulating Shares

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Morningstar Rating™(Relative to Category)30/04/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAbove Average4 star
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artisan Global Value Fund Class I Sterling Accumulating Shares
  • Morningstar Gbl Val TME NR USD
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev9.46 %
3-Yr Mean Return9.64 %
 
3-Yr Sharpe Ratio0.72
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Val TME NR USD  Morningstar DM Ezn TME GR EUR
3-Yr Beta0.980.75
3-Yr Alpha-0.021.33
 
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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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