Baillie Gifford American Fund B Income

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearAverageHigh1 star
10-YearAbove AverageHigh2 star
OverallAverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Baillie Gifford American Fund B Income
  • Morningstar US LM Brd Growth NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev32.52 %
3-Yr Mean Return-1.28 %
 
3-Yr Sharpe Ratio-0.15
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar US LM Brd Growth NR USD  Refinitiv Global CB TR USD
3-Yr Beta1.312.52
3-Yr Alpha-14.740.21
 
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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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