AB - Global Plus Fixed Income Portfolio 1 USD Inc

Morningstar Rating™(Relative to Category)30/09/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • AB - Global Plus Fixed Income Portfolio 1 USD Inc
  • BBgBarc Global Aggregate TR Hdg USD
Volatility Measurements30/09/2020
3-Yr Std Dev9.00 %
3-Yr Mean Return5.91 %
3-Yr Sharpe Ratio0.58
Modern Portfolio Statistics30/09/202030/09/2020
 Standard IndexBest Fit Index
 BBgBarc Global Aggregate TR Hdg USD  BBgBarc Gbl Agg Corp 0901 TR Hdg USD
3-Yr Beta1.240.69
3-Yr Alpha-1.68-0.38
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