UBAM - Swiss Equity IHD USD

Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • UBAM - Swiss Equity IHD USD
%
Volatility Measurements30/09/2020
 
3-Yr Std Dev11.63 %
3-Yr Mean Return10.51 %
 
3-Yr Sharpe Ratio0.81
 
Modern Portfolio Statistics-30/09/2020
 Standard IndexBest Fit Index
   MSCI Europe Growth NR EUR
3-Yr Beta-0.77
3-Yr Alpha-3.11
 
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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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