AXA Framlington American Growth Fund - R Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAbove AverageAverage4 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • AXA Framlington American Growth Fund - R Accumulation
  • Morningstar US LM Brd Growth NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev15.65 %
3-Yr Mean Return10.41 %
 
3-Yr Sharpe Ratio0.42
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar US LM Brd Growth NR USD  Morningstar US LM Brd Growth NR USD
3-Yr Beta0.800.80
3-Yr Alpha-0.34-0.34
 
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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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