Aegon High Yield Global Bond Fund USD B Inc USD

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearHighAbove Average5 star
10-YearHighAbove Average5 star
Overall*HighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Aegon High Yield Global Bond Fund USD B Inc USD
  • Morningstar Gbl HY Bd GR USD
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev7.06 %
3-Yr Mean Return7.70 %
 
3-Yr Sharpe Ratio0.72
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar Gbl HY Bd GR USD  ICE BofA Gbl HY Constnd TR USD
3-Yr Beta0.740.77
3-Yr Alpha2.513.21
 
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* This share class has performance data calculated prior to the inception date, 2010-04-15. This is based upon a simulated/extended track record, using the track record of Aegon High Yield Global Bd A Inc USD (ISIN: IE00B2496206), 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)
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