TB Wise Multi-Asset Income A Acc

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh1 star
5-YearBelow AverageHigh1 star
10-YearHighHigh4 star
OverallAbove AverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • TB Wise Multi-Asset Income A Acc
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev22.88 %
3-Yr Mean Return8.69 %
 
3-Yr Sharpe Ratio0.35
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.900.91
3-Yr Alpha-2.94-2.83
 
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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)