iShares Corporate Bond Index Fund (UK) H Inc

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearBelow AverageBelow Average2 star
10-YearBelow AverageAverage3 star
OverallBelow AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • iShares Corporate Bond Index Fund (UK) H Inc
  • Morningstar UK Corp Bd GR GBP
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev9.10 %
3-Yr Mean Return-2.90 %
 
3-Yr Sharpe Ratio-0.60
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar UK Corp Bd GR GBP  Bloomberg Sterling Agg Corp TR GBP
3-Yr Beta0.820.87
3-Yr Alpha-0.44-0.65
 
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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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