AB - RMB Income Plus Portfolio AT Inc

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageHigh2 star
10-Year--Not Rated
OverallAverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • AB - RMB Income Plus Portfolio AT Inc
  • Markit iBoxx ALBI China Offshore TR CNH
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev9.00 %
3-Yr Mean Return-0.50 %
 
3-Yr Sharpe Ratio-0.34
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Markit iBoxx ALBI China Offshore TR CNH  ICE BofA AsianDollar HYCp CN Is TR USD
3-Yr Beta1.200.15
3-Yr Alpha-3.522.34
 
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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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