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BNP Paribas Energy Transition - C C

Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearBelow AverageHigh1 star
10-Year - - -
Overall*Below AverageHigh1 star
 
Click here to see our Methodology
Volatility Measurements31/12/2024
 
3-Yr Std Dev37.20 %
3-Yr Mean Return-21.08 %
 
3-Yr Sharpe Ratio-0.69
 
Modern Portfolio Statistics31/12/202431/12/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Renew Enrg NR USD  Morningstar Gbl Renew Enrg NR USD
3-Yr Beta2.092.03
3-Yr Alpha-18.63-24.48
 
 
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This fund has performance data calculated prior to the inception date of the fund. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)
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