Franklin Mutual European Fund A(Ydis)GBP

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average1 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Franklin Mutual European Fund A(Ydis)GBP
  • MSCI Europe Value NR EUR
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev20.70 %
3-Yr Mean Return7.74 %
 
3-Yr Sharpe Ratio0.34
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI Europe Value NR EUR  STOXX Europe Mid 200 NR EUR
3-Yr Beta1.061.16
3-Yr Alpha-0.56-8.30
 
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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)