AXA World Funds - Euro Credit Short Duration F Capitalisation EUR

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • AXA World Funds - Euro Credit Short Duration F Capitalisation EUR
  • BBgBarc Euro Agg Corp 1-3 Yr TR EUR
%
Volatility Measurements31/12/2019
 
3-Yr Std Dev5.80 %
3-Yr Mean Return0.11 %
 
3-Yr Sharpe Ratio-0.07
 
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 BBgBarc Euro Agg Corp 1-3 Yr TR EUR  BBgBarc Euro Agg Corp 1-3 Yr TR EUR
3-Yr Beta1.061.06
3-Yr Alpha-0.40-0.40
 
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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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