London & Capital Global Growth Fund B Inc USD

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-Year--Not Rated
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • London & Capital Global Growth Fund B Inc USD
  • Morningstar EAA USD Agg Tgt Alloc NR USD
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev7.27 %
3-Yr Mean Return6.14 %
 
3-Yr Sharpe Ratio0.45
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar EAA USD Agg Tgt Alloc NR USD  Morningstar EAA USD Mod Tgt Alloc NR USD
3-Yr Beta0.741.03
3-Yr Alpha-1.610.38
 
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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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