Mayar Fund Ltd. Class A USD

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearHighBelow Average5 star
10-Year--Not Rated
OverallHighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Mayar Fund Ltd. Class A USD
  • MSCI ACWI NR USD
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev12.88 %
3-Yr Mean Return11.15 %
 
3-Yr Sharpe Ratio0.78
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  Morningstar DM NR USD
3-Yr Beta0.880.86
3-Yr Alpha2.622.65
 
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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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