CS Investment Funds 2 - UBS (Lux) Digital Health Equity Fund IB USD

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh1 star
5-YearBelow AverageHigh1 star
10-Year--Not Rated
OverallBelow AverageHigh1 star
 
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1 Year Daily Volatility Chart (annualised)
  • CS Investment Funds 2 - UBS (Lux) Digital Health Equity Fund IB USD
  • Morningstar Gbl Health TME NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev26.20 %
3-Yr Mean Return-6.96 %
 
3-Yr Sharpe Ratio-0.41
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Health TME NR USD  Refinitiv Global CB TR USD
3-Yr Beta1.252.19
3-Yr Alpha-12.20-6.30
 
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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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