SEF LHV Persian Gulf Fund

Morningstar Rating™(Relativt Kategori)31.01.2019
 Morningstar AvkastningMorningstar RisikoMorningstar Rating™
3-årUnder gjennomsnittetOver gjennomsnittet2 star
5-år*LavHøy1 star
10-år*GjennomsnittligHøy2 star
Overall*Under gjennomsnittetHøy2 star
 
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Risikomål31.01.2019
 
Standardavvik10,30 %
Gj.snitt avkastning4,34 %
 
Sharpe Ratio0,33
 
Moderne porteføljeteori31.01.201931.01.2019
 Standard indeksBest Fit indeks
 S&P Mid-East and Africa BMI TR USD  Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur
R-kvadrat37,6658,15
Beta0,441,37
Alfa-0,60-0,01
 
Annonse
* This share class has performance data calculated prior to the inception date, 2015-04-13. This is based upon a simulated/extended track record, using the track record of LHV Persian Gulf A (ISIN: EE3600095287), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.