Vulcan Value Equity Fund II EUR Income Hedged

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Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
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1 Year Daily Volatility Chart (annualised)
  • Vulcan Value Equity Fund II EUR Income Hedged
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev21.27 %
3-Yr Mean Return22.22 %
 
3-Yr Sharpe Ratio0.93
 
Modern Portfolio Statistics-31/12/2021
 Standard IndexBest Fit Index
   Cat 25%Barclays EurAgg TR&75%FTSE Wld TR
3-Yr Beta-1.78
3-Yr Alpha--5.21
 
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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)