Schroder International Selection Fund US Large Cap C Accumulation USD

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageBelow Average4 star
OverallAbove AverageBelow Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Schroder International Selection Fund US Large Cap C Accumulation USD
  • Russell 1000 TR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev14.34 %
3-Yr Mean Return14.95 %
 
3-Yr Sharpe Ratio0.96
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 Russell 1000 TR USD  S&P 500 TR USD
3-Yr Beta0.880.91
3-Yr Alpha1.941.32
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2000-01-17. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)