Allianz Global Investors Fund - Allianz Global Artificial Intelligence A EUR

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAverageAbove Average3 star
10-Year*--Not Rated
Overall*AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Allianz Global Investors Fund - Allianz Global Artificial Intelligence A EUR
  • Morningstar Gbl Tech TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev25.44 %
3-Yr Mean Return0.12 %
 
3-Yr Sharpe Ratio-0.13
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Tech TME NR USD  Morningstar US LM Brd Growth NR USD
3-Yr Beta0.921.08
3-Yr Alpha-14.16-9.98
 
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* This share class has performance data calculated prior to the inception date, 2017-08-31. This is based upon a simulated/extended track record, using the track record of Allianz Global Artfcl Intlgc W EUR (ISIN: LU1548499471), 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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