Guinness Global Energy D EUR Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage2 star
10-YearBelow AverageAverage2 star
OverallAverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Guinness Global Energy D EUR Accumulation
  • Morningstar Global Enrg TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev21.49 %
3-Yr Mean Return14.84 %
 
3-Yr Sharpe Ratio0.49
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Global Enrg TME NR USD  Morningstar Global Enrg TME NR USD
3-Yr Beta1.081.08
3-Yr Alpha-2.65-2.65
 
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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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