Legal & General Pacific Index Trust R Class Distribution

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAbove Average4 star
10-YearAverageAverage3 star
OverallAbove AverageAbove Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Legal & General Pacific Index Trust R Class Distribution
  • Morningstar APAC xJpn TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev14.43 %
3-Yr Mean Return4.87 %
 
3-Yr Sharpe Ratio0.10
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar APAC xJpn TME NR USD  Morningstar APAC TME NR USD
3-Yr Beta0.991.12
3-Yr Alpha1.711.40
 
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