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Abbey American Pension Fund

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Morningstar Rating™(Relative to ABI Sector)30/09/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageBelow Average4 star
OverallAbove AverageBelow Average4 star
 
 
1 Year Daily Volatility Chart (annualised)
  • Abbey American Pension Fund
%
Volatility Measurements30/09/2019
 
3-Yr Std Dev12.04 %
3-Yr Mean Return15.05 %
 
3-Yr Sharpe Ratio1.13
 
Modern Portfolio Statistics30/09/201930/09/2019
 Standard IndexBest Fit Index
   MSCI AC Americas NR USD
3-Yr Beta1.031.04
3-Yr Alpha-0.31-0.38
 
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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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