WS Guinness Global Energy Fund I Accumulation

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage2 star
10-YearAverageAbove Average2 star
OverallAverageAbove Average2 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • WS Guinness Global Energy Fund I Accumulation
  • Morningstar Global Enrg TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev22.22 %
3-Yr Mean Return15.25 %
 
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 Beta1.021.02
3-Yr Alpha-1.94-1.94
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures