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Artemis Global Income Fund R Acc

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Morningstar Rating™(Relative to Category)31/03/2025
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-YearAbove AverageHigh3 star
OverallHighHigh4 star
 
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1 Year Daily Volatility Chart (annualised)
Performance history not available.
Volatility Measurements31/03/2025
 
3-Yr Std Dev11.29 %
3-Yr Mean Return13.80 %
 
3-Yr Sharpe Ratio0.81
 
Modern Portfolio Statistics31/03/202531/03/2025
 Standard IndexBest Fit Index
 Morningstar Gbl High Div Yld NR USD  Morningstar Gbl Fin Svc TME NR USD
3-Yr Beta0.920.78
3-Yr Alpha5.462.00
 
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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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