Schroder European Recovery fund C Accumulation

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh1 star
5-YearLowHigh1 star
10-YearBelow AverageHigh1 star
OverallBelow AverageHigh1 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Schroder European Recovery fund C Accumulation
  • MSCI Europe Ex UK NR EUR
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev24.57 %
3-Yr Mean Return7.21 %
 
3-Yr Sharpe Ratio0.27
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI Europe Ex UK NR EUR  MSCI Europe Value NR USD
3-Yr Beta1.431.22
3-Yr Alpha-6.853.21
 
Advertisement
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)