Dimensional Euro Inflation Linked Intermediate Duration Fixed Income Fund EUR Distributing

Morningstar Rating™(Relative to Category)31/03/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearHighHigh5 star
10-Year--Not Rated
OverallHighHigh5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Dimensional Euro Inflation Linked Intermediate Duration Fixed Income Fund EUR Distributing
  • BBgBarc Euro Infln Lkd TR EUR
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev7.98 %
3-Yr Mean Return2.46 %
 
3-Yr Sharpe Ratio0.23
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 BBgBarc Euro Infln Lkd TR EUR  ICE BofA Euro Corporate TR USD
3-Yr Beta0.901.03
3-Yr Alpha0.030.74
 
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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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