iShares Overseas Corporate Bond Index Fund (UK) L Acc

Morningstar Rating™(Relative to Category)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageAverage3 star
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • iShares Overseas Corporate Bond Index Fund (UK) L Acc
  • BBgBarc Gbl Agg Corp TR USD
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev7.92 %
3-Yr Mean Return2.99 %
 
3-Yr Sharpe Ratio0.30
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 BBgBarc Gbl Agg Corp TR USD  BBgBarc Gbl Agg Corp TR USD
3-Yr Beta0.930.93
3-Yr Alpha-0.49-0.49
 
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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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