SEF LHV Persian Gulf Fund

Morningstar Rating™(Relativt Kategori)30.09.2018
 Morningstar AvkastningMorningstar RisikoMorningstar Rating™
3-årLavHøy1 star
5-år*LavHøy1 star
10-år*Under gjennomsnittetHøy2 star
Overall*Under gjennomsnittetHøy2 star
 
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Risikomål30.09.2018
 
Standardavvik14,54 %
Gj.snitt avkastning-3,45 %
 
Sharpe Ratio-0,30
 
Moderne porteføljeteori30.09.201830.09.2018
 Standard indeksBest Fit indeks
 S&P Mid-East and Africa BMI TR USD  Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd
R-kvadrat38,5550,10
Beta0,541,50
Alfa-4,94-8,67
 
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.