Schroder Recovery Fund A Accumulation GBP

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average3 star
5-YearAverageAverage3 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Schroder Recovery Fund A Accumulation GBP
  • FTSE AllSh TR GBP
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev24.49 %
3-Yr Mean Return7.87 %
 
3-Yr Sharpe Ratio0.30
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Value NR GBP
3-Yr Beta1.421.22
3-Yr Alpha1.433.44
 
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)