CIM Div Inc Fd K Ordinary Shares Acc

Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageHigh4 star
5-Year--Not Rated
10-Year--Not Rated
OverallAbove AverageHigh4 star
 
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Volatility Measurements31/07/2022
 
3-Yr Std Dev18.05 %
3-Yr Mean Return10.95 %
 
3-Yr Sharpe Ratio0.61
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 MSCI AC Asia Pacific ex Japan HDY NR USD  Morningstar Asia Pac xJpn NR USD
3-Yr Beta0.950.92
3-Yr Alpha5.152.91
 
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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)