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

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowLow2 star
5-YearLowLow1 star
10-Year--Not Rated
OverallLowLow1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Dimensional Global Short-Term Investment Grade Fixed Income Fund GBP Accumulation
  • Bloomberg Gbl Agg Corp TR Hdg GBP
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev2.78 %
3-Yr Mean Return-1.03 %
 
3-Yr Sharpe Ratio-0.46
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 Bloomberg Gbl Agg Corp TR Hdg GBP  Bloomberg Gbl Agg Corp TR Hdg GBP
3-Yr Beta0.360.36
3-Yr Alpha-1.28-1.28
 
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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)