AXA Rosenberg Global R Acc

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-YearAverageAverage3 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • AXA Rosenberg Global R Acc
  • MSCI ACWI NR USD
%
Volatility Measurements31/12/2019
 
3-Yr Std Dev11.59 %
3-Yr Mean Return8.29 %
 
3-Yr Sharpe Ratio0.64
 
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  Morningstar DM NR USD
3-Yr Beta1.131.13
3-Yr Alpha-3.25-3.11
 
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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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