M&G Global Macro Bond Fund Sterling I Inc

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-YearAbove AverageAverage3 star
Overall*Above AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Global Macro Bond Fund Sterling I Inc
  • Bloomberg Global Aggregate TR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev6.18 %
3-Yr Mean Return-0.61 %
 
3-Yr Sharpe Ratio-0.14
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 Bloomberg Global Aggregate TR USD  Bloomberg Pan Euro Agg TR EUR
3-Yr Beta1.010.67
3-Yr Alpha1.532.46
 
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* This share class has performance data calculated prior to the inception date, 2011-12-16. This is based upon a simulated/extended track record, using the track record of M&G Global Macro Bond GBP X Inc (ISIN: GB0031960254), 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)