Investment Fund Comparison

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    Summary

    Category
    Minimum investment
    Net Asset Value
    Geographic Area of Investment
    Morningstar Rating
    Investment horizon
    SRRI

    Return

    Evolution of returns

    From -
    Up to

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    YTD
    Last 12 months
    Annualized 3 years
    Annualized 5 years

    Asset types

    Chart
    Legend

    Sectors

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    Legend

    Duration

    Chart
    Legend

    Currency

    Chart
    Legend

    Countries

    Chart
    Legend

    Rating

    Chart
    Legend

    Fees

    Fixed management fee
    Subscription fee
    Deposit fee
    Redemption fee

    Statistical risk data

    Fund Volatility
    Index Volatility
    Fund Sharpe Ratio
    Index Sharpe Ratio
    Information Ratio
    Tracking Error
    Correlation
    Alpha
    Beta

    Historic data from the start of the fund

    Maximum daily fund drawdown
    Maximum daily drawdown of the index
    Number of months negative for fund
    Number of months negative for index
    Minimum daily returns and date
    Maximum daily returns and date