Counterpoint Global Value Fund D

Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearBelow AverageAbove Average1 star
10-Year--Not Rated
OverallBelow AverageAbove Average1 star
 
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Volatility Measurements30/09/2021
 
3-Yr Std Dev15.13 %
3-Yr Mean Return4.73 %
 
3-Yr Sharpe Ratio0.34
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Cat 25%Barclays US Agg TR&75%FTSE Wld TR  FTSE AllSh Ex Investment Trust TR GBP
3-Yr Beta1.070.78
3-Yr Alpha-8.030.09
 
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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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