WebMorningstar calculates beta by comparing a fund's excess return over Treasury bills to the market's excess return over Treasury bills, so a beta of 1.10 shows that the fund has performed 10% better than its benchmark index in up markets and 10% worse in down markets, assuming all other factors remain constant. Web3 Month Return %. 1 Year Return %. 3 Year Anlsd %. 5 Year Anlsd %. 3Yr Std Dev. Date. An extensive list of fund return averaged for all Morningstar categories. 3-months, YTD, 1-year, 3-year and 5-year returns plus 3-year standard deviation. Performance figures are presented in British Sterling (GBP)
Definition of Trailing Total Return Finance - Zacks
WebThe ratings are calculated from a fund’s 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. The top 10% of the funds in a category get five stars. The Overall Rating is a weighted combination of the 3, 5 and 10-year ratings. For greater detail see www.morningstar.ca. The Morningstar Risk-Adjusted Rating ... WebAll data updated as of prior day's close unless otherwise noted. Returns are simple averages. Click on a column heading to sort data by that column. Index Performance: Return (%) ID: in dollars. IL: in local currency. ND: net dividends reinvested. Name. dianyingxs.com
Market Index Performance: Total Returns - Morningstar
WebPerformance > Trailing Return +/- Category > YTD Return +/- Category This data point indicates a fund’s degree of outperformance or underperformance relative to its peers … WebMar 7, 2024 · Stay up to date on how Colliers International Group Inc Shs Subord Voting (CIGI:XTSE) stock has performed compared to similar stocks in the same industry on a … WebApr 10, 2024 · CI Financial Corp CIX Trailing Returns Morningstar Rating Rating as of Apr 10, 2024 Quote Chart Stock Analysis ... S&P 500, Nasdaq, and Morningstar Index … citibank forms to cash in an ira