EdenTree Amity Sterling Bond Fund B Income

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAbove AverageBelow Average4 star
OverallAbove AverageAverage4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • EdenTree Amity Sterling Bond Fund B Income
  • BBgBarc Sterling Agg TR GBP
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev5.34 %
3-Yr Mean Return3.66 %
 
3-Yr Sharpe Ratio0.56
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 BBgBarc Sterling Agg TR GBP  ICE BofA Sterling HY TR USD
3-Yr Beta0.350.56
3-Yr Alpha1.241.46
 
Advertisement
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies