Threadneedle American Fund Retail Accumulation GBP

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAverage2 star
10-YearBelow AverageAverage2 star
OverallBelow AverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Threadneedle American Fund Retail Accumulation GBP
  • Russell 1000 Growth TR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev16.38 %
3-Yr Mean Return16.05 %
 
3-Yr Sharpe Ratio0.89
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Russell 1000 Growth TR USD  MSCI USA NR USD
3-Yr Beta0.920.99
3-Yr Alpha-3.640.06
 
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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)