Multicooperation SICAV - Julius Baer Equity Next Generation USD Ka

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Morningstar Rating™(Relative to Category)31/08/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage4 star
10-Year--Not Rated
OverallAverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Multicooperation SICAV - Julius Baer Equity Next Generation USD Ka
  • Morningstar Gbl Growth TME NR USD
%
Volatility Measurements31/08/2024
 
3-Yr Std Dev13.51 %
3-Yr Mean Return4.37 %
 
3-Yr Sharpe Ratio0.09
 
Modern Portfolio Statistics31/08/202431/08/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Growth TME NR USD  Morningstar US Large-Mid TR USD
3-Yr Beta0.930.99
3-Yr Alpha-1.66-6.16
 
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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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