Trojan Fund X Income

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow5 star
5-Year--Not Rated
10-Year--Not Rated
OverallAbove AverageLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Trojan Fund X Income
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev5.70 %
3-Yr Mean Return8.55 %
 
3-Yr Sharpe Ratio1.37
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Cat 50%Barclays StlAgg TR&50%FTSE Wld TR
3-Yr Beta0.560.58
3-Yr Alpha4.693.36
 
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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)