Stewart Investors Worldwide Eq B Acc GBP (FUND:B4KJBJ0) - Fund price

Fund Report

Stewart Investors Worldwide Equity Fund Class B (Accumulation) GBP

Morningstar Rating™ (Relative to Category) 31/10/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Global Large-Cap Blend EquityClick here to see our Methodology
3-YearBelow AverageLowStarRatingValueLabel_2
5-YearAverageLow4 Stars
10-Year--Not Rated
Modern Portfolio Statistics 31/10/2019
 Standard Index
Best Fit Index
Morningstar Netherlands NR EUR
3-Yr R-Squared77.0680.74
3-Yr Beta0.690.57
3-Yr Alpha-1.53-1.15
Return/Risk Analysis 31/10/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation8.218.1010.08
3-Yr Mean Return5.784.9311.32
Sharpe Ratio0.600.531.02
Sortino Ratio---
Positive Months61935
Negative Months61725
Worst Month-3.95-3.95-5.42
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