AXA World Funds - Framlington Switzerland A Capitalisation CHF

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAbove Average4 star
10-YearAverageAbove Average3 star
OverallAbove AverageAbove Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • AXA World Funds - Framlington Switzerland A Capitalisation CHF
  • MSCI Switzerland NR CHF
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev10.28 %
3-Yr Mean Return13.79 %
 
3-Yr Sharpe Ratio1.21
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 MSCI Switzerland NR CHF  Morningstar Switzerland NR CHF
3-Yr Beta1.001.03
3-Yr Alpha0.830.57
 
Advertisement
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites