Artemis UK Smaller Companies Fund R Acc

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis UK Smaller Companies Fund R Acc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev25.21 %
3-Yr Mean Return14.83 %
 
3-Yr Sharpe Ratio0.54
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.031.03
3-Yr Alpha-4.69-4.69
 
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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)