Trojan Income I Inc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearBelow AverageLow3 star
10-YearAverageLow3 star
OverallAverageLow3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Trojan Income I Inc
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev12.73 %
3-Yr Mean Return2.82 %
 
3-Yr Sharpe Ratio0.19
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  Cat 25%Barclays StlAgg TR&75%FTSE Wld TR
3-Yr Beta0.711.03
3-Yr Alpha-0.42-7.86
 
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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)