Denker Global Financial Fund Class A Acc

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-YearAverageAbove Average3 star
10-YearAverageAbove Average2 star
OverallAverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Denker Global Financial Fund Class A Acc
  • MSCI World/Financials NR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev27.15 %
3-Yr Mean Return4.56 %
 
3-Yr Sharpe Ratio0.15
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 MSCI World/Financials NR USD  MSCI World/Financials NR USD
3-Yr Beta1.231.23
3-Yr Alpha-4.54-4.54
 
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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)