Rathbone Income Retail Accumulation

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Rathbone Income Retail Accumulation
  • FTSE AllSh TR GBP
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev17.45 %
3-Yr Mean Return2.71 %
 
3-Yr Sharpe Ratio0.14
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.081.06
3-Yr Alpha-1.21-1.32
 
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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)