Artemis Income Fund R Acc

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAbove AverageBelow Average4 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis Income Fund R Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev17.20 %
3-Yr Mean Return4.88 %
 
3-Yr Sharpe Ratio0.26
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.061.06
3-Yr Alpha0.140.14
 
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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)