EdenTree Amity European Fund B Income

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageHigh2 star
10-YearAverageAbove Average2 star
OverallAverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • EdenTree Amity European Fund B Income
  • MSCI Europe Ex UK NR EUR
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev15.61 %
3-Yr Mean Return-0.08 %
 
3-Yr Sharpe Ratio-0.04
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 MSCI Europe Ex UK NR EUR  MSCI EMU NR EUR
3-Yr Beta1.181.04
3-Yr Alpha-4.30-2.20
 
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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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