FP Carmignac Global Equity Compounders A GBP ACC | +26.8 % | +18.4 % | - | - |
Comparator Benchmark | +26.2 % | +28.4 % | - | - |
Category Average | +23.3 % | +6.8 % | - | - |
Ranking (quartile) | 2 | 1 | - | - |
These measures are used to assess a Fund's risk-adjusted performance. A well-performing Fund should ideally have a solid return (measured by the Sharpe ratio and alpha) relative to its risk (measured by volatility), while being well aligned with market expectations (measured by beta relative to the reference indicator).
Fund | +9.8 % | +15.4 % | +15.2 % |
Comparator Benchmark | +8.3 % | +13.4 % | +13.4 % |
Calculation : Weekly basis