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Dimensional EmMrkts Sustnby Cr Eq EURAcc

Morningstar Rating™(Relative to Category)31/12/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-Year--Not Rated
10-Year--Not Rated
OverallAbove AverageBelow Average4 star
 
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Volatility Measurements31/12/2024
 
3-Yr Std Dev12.27 %
3-Yr Mean Return3.68 %
 
3-Yr Sharpe Ratio0.12
 
Modern Portfolio Statistics31/12/202431/12/2024
 Standard IndexBest Fit Index
 Morningstar EM TME NR USD  MSCI EM NR USD
3-Yr Beta0.970.92
3-Yr Alpha0.741.16
 
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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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