AXA World Funds - Global High Yield Bonds F Capitalisation EUR (Hedged)

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageBelow Average3 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • AXA World Funds - Global High Yield Bonds F Capitalisation EUR (Hedged)
  • Morningstar Gbl HY Bd GR Hdg EUR
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev6.77 %
3-Yr Mean Return0.31 %
 
3-Yr Sharpe Ratio-0.44
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl HY Bd GR Hdg EUR  Morningstar Gbl HY Bd GR Hdg EUR
3-Yr Beta0.930.93
3-Yr Alpha-0.15-0.15
 
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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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