Schroder International Selection Fund Global Energy A1 Accumulation USD

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageHigh1 star
10-YearLowHigh1 star
Overall*Below AverageHigh1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder International Selection Fund Global Energy A1 Accumulation USD
  • Morningstar Global Enrg TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev22.96 %
3-Yr Mean Return17.13 %
 
3-Yr Sharpe Ratio0.54
 
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 Beta1.061.06
3-Yr Alpha-0.49-0.49
 
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* This share class has performance data calculated prior to the inception date, 2006-06-30. This is based upon a simulated/extended track record 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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