HSBC Global Investment Funds - Global Inflation Linked Bond YC (GBP)

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • HSBC Global Investment Funds - Global Inflation Linked Bond YC (GBP)
  • Morningstar Gbl Trsy Inf-Lnkd GR Hdg USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev6.89 %
3-Yr Mean Return-1.02 %
 
3-Yr Sharpe Ratio-0.62
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Trsy Inf-Lnkd GR Hdg USD  Morningstar Gbl Trsy Inf-Lnkd GR Hdg USD
3-Yr Beta0.820.82
3-Yr Alpha0.430.43
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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