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Appian Value EUR

Morningstar Rating™(Relative to Category)30/09/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageBelow Average4 star
10-YearAbove AverageBelow Average4 star
OverallAbove AverageBelow Average4 star
 
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Volatility Measurements30/09/2019
 
3-Yr Std Dev5.94 %
3-Yr Mean Return3.39 %
 
3-Yr Sharpe Ratio0.62
 
Modern Portfolio Statistics30/09/201930/09/2019
 Standard IndexBest Fit Index
 Cat 50%Barclays EurAgg TR&50%FTSE Wld TR  MSCI World Free Value NR USD
3-Yr Beta0.940.48
3-Yr Alpha-3.14-0.87
 
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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)