Dimensional Sterling Inflation Linked Intermediate Duration Fixed Income Fund GBP Distributing

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-YearHighBelow Average4 star
OverallHighBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Dimensional Sterling Inflation Linked Intermediate Duration Fixed Income Fund GBP Distributing
  • Morningstar UK Trsy Inf-Lnkd GR GBP
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev10.17 %
3-Yr Mean Return-1.35 %
 
3-Yr Sharpe Ratio-0.38
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar UK Trsy Inf-Lnkd GR GBP  Morningstar Gbl Trsy Inf-Lnkd GR Hdg GBP
3-Yr Beta0.561.05
3-Yr Alpha3.832.36
 
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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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