Morningstar Fund Report

This tab provides information about the fund’s performance when both return and risk are taken into consideration:

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3 Banken Portfolio-Mix A

Morningstar Rating™(Relative to Category)30.04.2013
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-YearBelow AverageLow2 star
OverallAverageBelow Average3 star
 
Category :  EUR Moderate Allocation - GlobalClick here to see our Methodology
Volatility Measurements30.04.2013
 
3-Yr Std Dev6.43 %
3-Yr Mean Return4.69 %
 
3-Yr Sharpe Ratio0.63
 
Modern Portfolio Statistics30.04.201330.04.2013
 Standard IndexBest Fit Index
 Cat 50%Barclays EurAgg TR&50%FTSE Wld TR  Cat 75%Barclays EurAgg TR&25%FTSE Wld TR
3-Yr R-Squared50.9165.30
3-Yr Beta0.600.93
3-Yr Alpha-0.66-1.96
 
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