Artemis US Extended Alpha Fund I Acc GBP

- -Buona relazione rischio/rendimento
ISIN: GB00BMMV5G59
Categoria Morningstar: US Large-Cap Growth Equity
Società: Artemis Investment Management
ISIN: GB00BMMV5G59
Categoria Morningstar: US Large-Cap Growth Equity
Società: Artemis Investment Management
The objective of the fund is to grow capital over a five year period. The fund invests at least 80% in shares of US companies, either directly or indirectly through derivatives and Up to 20% in shares, or derivatives of shares, of companies in other countries, bonds, cash, near cash, other transferable securities, other funds (up to 10%) managed by Artemis and third party funds, and money market instruments.
Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2025 | 2024 | 2023 | 2022 | 2021 |
---|---|---|---|---|---|---|---|---|---|
Rendimento annuo: Fondo | 1 anno: -9,52 | 3 anni: 4,28 | 5 anni: 10,60 | Inizio: 12,85 | 2025: -21,15 | 2024: 33,56 | 2023: 20,29 | 2022: -13,31 | 2021: 32,56 |
Rendimento annuo: Categoria | 1 anno: - | 3 anni: - | 5 anni: - | Inizio: - | 2025: - | 2024: 31,37 | 2023: 29,72 | 2022: -25,73 | 2021: 29,97 |
Rendimento annuo: Percentile | 1 anno: 90,00 | 3 anni: 50,00 | 5 anni: 53,00 | Inizio:- | 2025: 81,00 | 2024: 46,00 | 2023: 75,00 | 2022: 4,00 | 2021: 50,00 |
Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Rischio: 3 anni | 1 Volatilità: 16,15 | 3 Sharpe Ratio: 0,13 | 5 Correlazione: 89,22 | Beta: 0,69 | Alfa: -1,32 | Tracking error: 9,86 | Info Ratio: -0,24 |