LO Funds - Convertible Bond Asia (USD) MD

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Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
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1 Year Daily Volatility Chart (annualised)
  • LO Funds - Convertible Bond Asia (USD) MD
Volatility Measurements31/07/2022
3-Yr Std Dev8.48 %
3-Yr Mean Return1.27 %
3-Yr Sharpe Ratio0.12
Modern Portfolio Statistics-31/07/2022
 Standard IndexBest Fit Index
   Morningstar Asia xJpn NR USD
3-Yr Beta-0.55
3-Yr Alpha--1.75
* This share class has performance data calculated prior to the inception date, 2013-02-07. This is based upon a simulated/extended track record 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)