Aberforth UK Small Companies Acc

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Morningstar Rating™(Relative to Category)30/04/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearBelow AverageHigh1 star
10-YearBelow AverageHigh1 star
OverallBelow AverageHigh1 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 Measurements30/04/2021
 
3-Yr Std Dev29.06 %
3-Yr Mean Return8.41 %
 
3-Yr Sharpe Ratio0.26
 
Modern Portfolio Statistics30/04/202130/04/2021
 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-4.90-4.90
 
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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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