Smith & Williamson Global Gold and Resources A

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearBelow AverageBelow Average3 star
10-YearAverageBelow Average4 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Smith & Williamson Global Gold and Resources A
  • EMIX Global Mining Global Gold TR USD
%
Volatility Measurements31/01/2020
 
3-Yr Std Dev20.34 %
3-Yr Mean Return-0.80 %
 
3-Yr Sharpe Ratio-0.07
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 EMIX Global Mining Global Gold TR USD  NYSE Arca Gold Miners PR USD
3-Yr Beta0.760.77
3-Yr Alpha-8.51-6.66
 
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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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