Appian Value EUR

Morningstar Rating™(Relative to Category)31/07/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageBelow Average4 star
OverallAbove AverageBelow Average4 star
 
Click here to see our Methodology
Volatility Measurements31/07/2019
 
3-Yr Std Dev5.66 %
3-Yr Mean Return3.09 %
 
3-Yr Sharpe Ratio0.60
 
Modern Portfolio Statistics31/07/201931/07/2019
 Standard IndexBest Fit Index
 Cat 50%Barclays EurAgg TR&50%FTSE Wld TR  Cat 85%FTSE Wld TR&15%Barclays StlAgg TR
3-Yr Beta0.920.55
3-Yr Alpha-2.78-1.94
 
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)