VT Esprit FS ICVC - VT Esprit Sustainable Growth Fund GBP Acc

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-Year--Not Rated
10-Year--Not Rated
OverallLowHigh1 star
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1 Year Daily Volatility Chart (annualised)
  • VT Esprit FS ICVC - VT Esprit Sustainable Growth Fund GBP Acc
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
Volatility Measurements30/06/2024
3-Yr Std Dev11.31 %
3-Yr Mean Return-1.53 %
3-Yr Sharpe Ratio-0.39
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  Morningstar EU Agg Gbl Tgt Alloc NR EUR
3-Yr Beta1.171.08
3-Yr Alpha-6.99-8.15
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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