M&G Japan Fund Sterling A Inc

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh2 star
5-YearBelow AverageHigh1 star
10-YearAbove AverageHigh3 star
OverallAverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Japan Fund Sterling A Inc
  • TOPIX TR JPY
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev16.33 %
3-Yr Mean Return9.39 %
 
3-Yr Sharpe Ratio0.53
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 TOPIX TR JPY  MSCI Japan NR JPY
3-Yr Beta1.261.28
3-Yr Alpha-3.10-4.29
 
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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)