Welcome to the new morningstar.co.uk! Learn more about the changes and how our new features help your investing success.

Dimensional Euro Inflation Linked Intermediate Duration Fixed Income Fund EUR Distributing

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAbove Average4 star
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Dimensional Euro Inflation Linked Intermediate Duration Fixed Income Fund EUR Distributing
  • BBgBarc Euro Infln Lkd TR EUR
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev7.75 %
3-Yr Mean Return3.00 %
 
3-Yr Sharpe Ratio0.32
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 BBgBarc Euro Infln Lkd TR EUR  BBgBarc Euro Infln Lkd TR EUR
3-Yr Beta0.800.80
3-Yr Alpha0.400.40
 
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