VT Tyndall North American Fund A GBP Net Accumulation

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • VT Tyndall North American Fund A GBP Net Accumulation
  • Russell 3000 TR USD
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev16.98 %
3-Yr Mean Return19.36 %
 
3-Yr Sharpe Ratio1.03
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 Russell 3000 TR USD  ICE BofA US Convt Bonds TR USD
3-Yr Beta0.720.85
3-Yr Alpha2.16-0.93
 
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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)