Barings Australia A AUD Inc

Morningstar Rating™(Relative to Category)28/02/2025
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearLowLow2 star
10-YearLowLow1 star
OverallLowLow2 star
 
Click here to see our Methodology
Volatility Measurements28/02/2025
 
3-Yr Std Dev18.66 %
3-Yr Mean Return4.98 %
 
3-Yr Sharpe Ratio0.13
 
Modern Portfolio Statistics28/02/202528/02/2025
 Standard IndexBest Fit Index
 MSCI Australia NR USD  MSCI Australia NR USD
3-Yr Beta0.980.98
3-Yr Alpha-3.95-3.95
 
Advertisement
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
© Copyright 2025 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookie Settings        Disclosures