Rathbone Income Retail Accumulation

Morningstar Rating™(Relative to Category)31/03/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-YearAbove AverageLow4 star
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Rathbone Income Retail Accumulation
  • FTSE AllSh TR GBP
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev13.87 %
3-Yr Mean Return-6.36 %
 
3-Yr Sharpe Ratio-0.51
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta0.930.93
3-Yr Alpha-3.54-3.54
 
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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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