Odey Investment plc - Odey Swan Fund I R USD Inc

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Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
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1 Year Daily Volatility Chart (annualised)
  • Odey Investment plc - Odey Swan Fund I R USD Inc
  • Morningstar US Con Tgt Alloc NR USD
%
Volatility Measurements30/11/2020
 
3-Yr Std Dev26.79 %
3-Yr Mean Return1.68 %
 
3-Yr Sharpe Ratio0.04
 
Modern Portfolio Statistics30/11/202030/11/2020
 Standard IndexBest Fit Index
 Morningstar US Con Tgt Alloc NR USD  Morningstar EAA USD Cau Tgt Alloc NR USD
3-Yr Beta-3.06-3.90
3-Yr Alpha13.9313.05
 
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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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