Dimensional Global Short-Term Investment Grade Fixed Income Fund GBP Accumulation Shares

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Morningstar Rating™(Relative to Category)31/01/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowLow1 star
5-YearLowLow1 star
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 GBP Accumulation Shares
  • BBgBarc Gbl Agg Corp TR Hdg GBP
%
Volatility Measurements28/02/2021
 
3-Yr Std Dev2.30 %
3-Yr Mean Return1.56 %
 
3-Yr Sharpe Ratio0.45
 
Modern Portfolio Statistics28/02/202128/02/2021
 Standard IndexBest Fit Index
 BBgBarc Gbl Agg Corp TR Hdg GBP  BBgBarc Gbl Agg Corp TR Hdg GBP
3-Yr Beta0.360.36
3-Yr Alpha-0.50-0.56
 
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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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