UBS(Lux)Fund Solutions – Bloomberg Barclays MSCI US Liquid Corp Sust UCITS ETF(USD)A-dis | UC97

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageAbove Average3 star
10-Year--Not Rated
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • UBS(Lux)Fund Solutions – Bloomberg Barclays MSCI US Liquid Corp Sust UCITS ETF(USD)A-dis | UC97
  • BBgBarc US Corp Bond TR USD
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev9.16 %
3-Yr Mean Return5.03 %
 
3-Yr Sharpe Ratio0.49
 
Modern Portfolio Statistics31/05/2021-
 Standard IndexBest Fit Index
 BBgBarc US Corp Bond TR USD  
3-Yr Beta0.87-
3-Yr Alpha0.99-
 
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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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