iShares Index Linked Gilt Index Fund (UK) D Acc

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • iShares Index Linked Gilt Index Fund (UK) D Acc
  • Morningstar UK Trsy Inf-Lnkd GR GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev17.32 %
3-Yr Mean Return-16.59 %
 
3-Yr Sharpe Ratio-1.26
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar UK Trsy Inf-Lnkd GR GBP  Morningstar Gbl Trsy Inf-Lnkd GR Hdg GBP
3-Yr Beta1.081.90
3-Yr Alpha-0.22-4.24
 
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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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