LO Funds - Euro BBB-BB Fundamental (EUR) MD

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-YearAverageAbove Average3 star
Overall*AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • LO Funds - Euro BBB-BB Fundamental (EUR) MD
  • Morningstar EZN Core Bd GR EUR
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev6.95 %
3-Yr Mean Return-2.08 %
 
3-Yr Sharpe Ratio-0.80
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar EZN Core Bd GR EUR  Markit iBoxx EUR Corp Subordinated TR
3-Yr Beta0.941.06
3-Yr Alpha2.01-1.17
 
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* This share class has performance data calculated prior to the inception date, 2013-12-09. This is based upon a simulated/extended track record, using the track record of LO Funds Euro BBB-BB Fdl EUR MA (ISIN: LU0866419335), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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