Allianz Global Investors Fund - Allianz Global Credit SRI IT USD

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-Year*Below AverageBelow Average2 star
10-Year*AverageAbove Average3 star
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Allianz Global Investors Fund - Allianz Global Credit SRI IT USD
  • BBgBarc Gbl Agg Corp TR USD
%
Volatility Measurements31/12/2019
 
3-Yr Std Dev7.16 %
3-Yr Mean Return2.80 %
 
3-Yr Sharpe Ratio0.31
 
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 BBgBarc Gbl Agg Corp TR USD  BBgBarc Gbl Agg Corp TR USD
3-Yr Beta0.970.97
3-Yr Alpha-0.37-0.37
 
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* This share class has performance data calculated prior to the inception date, 2016-11-04. This is based upon a simulated/extended track record, using the track record of Rogge Global Credit USD (ISIN: IE00B4L62751), 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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