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LHV Persian Gulf Fund

Morningstar Rating™(Relative to Category)30.06.2017
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year*LowHigh1 star
5-Year*AverageHigh3 star
10-Year*--Not Rated
Overall*Below AverageHigh2 star
 
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Volatility Measurements30.06.2017
 
3-Yr Std Dev*16.38 %
3-Yr Mean Return*-5.34 %
 
3-Yr Sharpe Ratio*-0.32
 
Modern Portfolio Statistics30.06.201730.06.2017
 Standard IndexBest Fit Index
 S&P Mid-East and Africa BMI TR USD  MSCI Frontier Markets NR USD
3-Yr R-Squared*37.5949.38
3-Yr Beta*0.641.24
3-Yr Alpha*-9.97-7.31
 
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* 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.