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MFS Meridian Funds - Prudent Capital Fund WH1CHF

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average4 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • MFS Meridian Funds - Prudent Capital Fund WH1CHF
  • Cat 40%Citi SwissGBI&60%MSCI Wld Free NR
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev9.23 %
3-Yr Mean Return5.91 %
 
3-Yr Sharpe Ratio0.57
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 Cat 40%Citi SwissGBI&60%MSCI Wld Free NR  MSCI Germany Small Cap NR USD
3-Yr Beta0.460.22
3-Yr Alpha3.213.40
 
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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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