iShares £ Corp Bond 0-5yr UCITS ETF GBP (Dist) | IS15

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • iShares £ Corp Bond 0-5yr UCITS ETF GBP (Dist) | IS15
  • Markit iBoxx GBP NonGilts 1-5 TR
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev2.79 %
3-Yr Mean Return2.43 %
 
3-Yr Sharpe Ratio0.71
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Markit iBoxx GBP NonGilts 1-5 TR  Bloomberg Pan Euro HY NonEuro TR EUR
3-Yr Beta1.310.28
3-Yr Alpha-0.380.45
 
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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)