Barings Australia A EUR Inc

Morningstar Rating™(Relative to Category)28/02/2025
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow2 star
5-YearLowBelow Average2 star
10-YearLowBelow Average1 star
OverallLowBelow Average2 star
 
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Volatility Measurements28/02/2025
 
3-Yr Std Dev18.22 %
3-Yr Mean Return4.99 %
 
3-Yr Sharpe Ratio0.14
 
Modern Portfolio Statistics28/02/202528/02/2025
 Standard IndexBest Fit Index
 MSCI Australia NR USD  MSCI Australia NR USD
3-Yr Beta0.950.95
3-Yr Alpha-3.90-3.90
 
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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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