SEF LHV Persian Gulf Fund

Morningstar Rating™(Relative to Category)31.05.2018
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-Year*Below AverageHigh1 star
10-Year*Below AverageHigh1 star
Overall*Below AverageHigh1 star
 
Click here to see our Methodology
Volatility Measurements31.05.2018
 
3-Yr Std Dev14.12 %
3-Yr Mean Return-6.40 %
 
3-Yr Sharpe Ratio-0.45
 
Modern Portfolio Statistics31.05.201831.05.2018
 Standard IndexBest Fit Index
 S&P Mid-East and Africa BMI TR USD  Cat 50%CitiSwGBI&25%MSCISw&25%MSCIWd
3-Yr R-Squared41.7450.73
3-Yr Beta0.581.56
3-Yr Alpha-6.26-7.76
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2015-04-13. This is based upon a simulated/extended track record, using the track record of LHV Persian Gulf A (ISIN: EE3600095287), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.