BlackRock Gold and General Fund D Inc

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-YearAverageBelow Average3 star
Overall*AverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • BlackRock Gold and General Fund D Inc
  • Morningstar Gbl Gold NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev25.45 %
3-Yr Mean Return12.37 %
 
3-Yr Sharpe Ratio0.33
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Gold NR USD  Morningstar Gbl Gold NR USD
3-Yr Beta0.920.92
3-Yr Alpha-0.83-0.83
 
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* This share class has performance data calculated prior to the inception date, 2009-07-01. This is based upon a simulated/extended track record, using the track record of BlackRock Gold and General A Inc (ISIN: GB0001732584), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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