BlackRock Global Funds - US Small & MidCap Opportunities Fund A2

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageBelow Average3 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • BlackRock Global Funds - US Small & MidCap Opportunities Fund A2
  • Russell Mid Cap TR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev19.08 %
3-Yr Mean Return12.16 %
 
3-Yr Sharpe Ratio0.59
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 Russell Mid Cap TR USD  Russell 1000 Value TR USD
3-Yr Beta0.941.10
3-Yr Alpha1.180.57
 
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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)