Candriam Equities L Australia Class C AUD Cap

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAverageHigh3 star
10-YearAverageHigh3 star
OverallAverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Candriam Equities L Australia Class C AUD Cap
  • MSCI Australia NR USD
%
Volatility Measurements31/01/2020
 
3-Yr Std Dev12.78 %
3-Yr Mean Return5.70 %
 
3-Yr Sharpe Ratio0.39
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 MSCI Australia NR USD  MSCI Australia NR USD
3-Yr Beta1.151.15
3-Yr Alpha-1.63-1.63
 
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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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