Allianz Strategic Bond Fund I Inc

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-Year--Not Rated
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Allianz Strategic Bond Fund I Inc
  • Bloomberg Global Aggregate TR Hdg GBP
%
Volatility Measurements31/10/2021
 
3-Yr Std Dev7.84 %
3-Yr Mean Return12.50 %
 
3-Yr Sharpe Ratio1.47
 
Modern Portfolio Statistics31/10/202131/10/2021
 Standard IndexBest Fit Index
 Bloomberg Global Aggregate TR Hdg GBP  FTSE UK GBI 1-3 Yr GBP
3-Yr Beta0.987.78
3-Yr Alpha8.2212.15
 
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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)