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Dimensional Global Short-Term Investment Grade Fixed Income Fund CHF Distributing Shares

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowLow1 star
5-Year--Not Rated
10-Year--Not Rated
OverallLowLow1 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Dimensional Global Short-Term Investment Grade Fixed Income Fund CHF Distributing Shares
  • BBgBarc Gbl Agg Corp TR Hdg CHF
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev8.33 %
3-Yr Mean Return-0.47 %
 
3-Yr Sharpe Ratio-0.12
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 BBgBarc Gbl Agg Corp TR Hdg CHF  BBgBarc Gbl Agg Corp TR Hdg CHF
3-Yr Beta0.290.29
3-Yr Alpha-0.47-0.47
 
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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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