Capital Group Global High Income Opportunities (LUX) Zgd (GBP)

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAbove Average4 star
10-YearHighAbove Average5 star
Overall*HighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Capital Group Global High Income Opportunities (LUX) Zgd (GBP)
  • Morningstar Gbl Core Bd GR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev5.18 %
3-Yr Mean Return1.94 %
 
3-Yr Sharpe Ratio-0.27
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR USD  ICE BofA Gbl HY Constnd TR USD
3-Yr Beta0.860.98
3-Yr Alpha4.43-0.42
 
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* This share class has performance data calculated prior to the inception date, 2012-08-21. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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