Trojan Income I Inc

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearLowLow2 star
10-YearBelow AverageLow3 star
OverallBelow AverageLow3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Trojan Income I Inc
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev11.00 %
3-Yr Mean Return3.10 %
 
3-Yr Sharpe Ratio0.06
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  Morningstar Nordic TME GR EUR
3-Yr Beta0.750.67
3-Yr Alpha-3.92-4.67
 
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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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