IFSL Evenlode Global Income Fund B Accumulation GBP

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAverageAverage3 star
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • IFSL Evenlode Global Income Fund B Accumulation GBP
  • Morningstar Gbl High Div Yld NR USD
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev9.56 %
3-Yr Mean Return6.10 %
 
3-Yr Sharpe Ratio0.34
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar Gbl High Div Yld NR USD  MSCI Europe Growth NR EUR
3-Yr Beta0.800.69
3-Yr Alpha-2.62-1.12
 
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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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