Baillie Gifford China Fund B Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAverageAbove Average3 star
10-Year - - -
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Baillie Gifford China Fund B Accumulation
  • Morningstar China TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev29.05 %
3-Yr Mean Return-9.89 %
 
3-Yr Sharpe Ratio-0.47
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar China TME NR USD  Morningstar China TME NR USD
3-Yr Beta0.950.95
3-Yr Alpha-9.08-9.08
 
 
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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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