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TB Evenlode Income C Income

Morningstar Rating™(Relative to Category)31/10/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year*HighBelow Average5 star
5-Year*--Not Rated
10-Year*--Not Rated
Overall*HighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • TB Evenlode Income C Income
  • FTSE AllSh TR GBP
%
Volatility Measurements31/10/2019
 
3-Yr Std Dev*8.84 %
3-Yr Mean Return*11.47 %
 
3-Yr Sharpe Ratio*1.18
 
Modern Portfolio Statistics31/10/201931/10/2019
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI Europe Growth NR USD
3-Yr Beta*0.690.75
3-Yr Alpha*6.324.08
 
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* This share class has performance data calculated prior to the inception date, 2017-09-01. This is based upon a simulated/extended track record, using the track record of Evenlode Income C Inc (ISIN: GB00BWT6GM69), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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