Robeco New World Financials D €

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-YearAbove AverageAverage3 star
OverallAbove AverageAverage4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Robeco New World Financials D €
  • MSCI World/Financials NR USD
%
Volatility Measurements30/06/2021
 
3-Yr Std Dev22.04 %
3-Yr Mean Return13.07 %
 
3-Yr Sharpe Ratio0.54
 
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 MSCI World/Financials NR USD  MSCI World/Financials NR USD
3-Yr Beta1.031.03
3-Yr Alpha2.642.64
 
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
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement