Dimensional Global Short-Term Investment Grade Fixed Income Fund EUR Accumulation

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow2 star
5-YearLowLow2 star
10-Year--Not Rated
OverallLowLow2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Dimensional Global Short-Term Investment Grade Fixed Income Fund EUR Accumulation
  • Bloomberg Gbl Agg Corp 0901 TR Hdg EUR
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev5.60 %
3-Yr Mean Return-2.46 %
 
3-Yr Sharpe Ratio-0.49
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 Bloomberg Gbl Agg Corp 0901 TR Hdg EUR  Bloomberg Euro Agg 1-3 Yr TR EUR
3-Yr Beta0.352.57
3-Yr Alpha-1.27-0.84
 
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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)