Aberforth UK Small Companies Acc

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh1 star
5-YearBelow AverageHigh1 star
10-YearBelow AverageHigh2 star
OverallBelow AverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Aberforth UK Small Companies Acc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev29.84 %
3-Yr Mean Return9.33 %
 
3-Yr Sharpe Ratio0.29
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.191.19
3-Yr Alpha-5.25-5.25
 
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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)