LO Funds - Golden Age (EUR) PA

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearLowBelow Average1 star
10-Year--Not Rated
OverallLowBelow Average1 star
 
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1 Year Daily Volatility Chart (annualised)
  • LO Funds - Golden Age (EUR) PA
  • Morningstar Gbl Growth TME NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev11.99 %
3-Yr Mean Return-0.79 %
 
3-Yr Sharpe Ratio-0.34
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Growth TME NR USD  Morningstar EU Agg Tgt Alloc NR EUR
3-Yr Beta0.801.05
3-Yr Alpha-7.09-6.52
 
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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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