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

Morningstar Rating™(Relative to Category)31/07/2020
 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 Measurements31/07/2020
 
3-Yr Std Dev2.35 %
3-Yr Mean Return0.96 %
 
3-Yr Sharpe Ratio0.16
 
Modern Portfolio Statistics31/07/202031/07/2020
 Standard IndexBest Fit Index
 BBgBarc Gbl Agg Corp TR Hdg GBP  BBgBarc Gbl Agg Corp TR Hdg GBP
3-Yr Beta0.380.38
3-Yr Alpha-1.20-1.20
 
Advertisement
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies