AXA World Funds - Asian High Yield Bonds I Capitalisation USD

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-Year--Not Rated
10-Year--Not Rated
OverallHighBelow Average5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • AXA World Funds - Asian High Yield Bonds I Capitalisation USD
  • JPM ACI Non Investment Grade TR USD
%
Volatility Measurements31/08/2020
 
3-Yr Std Dev10.26 %
3-Yr Mean Return4.24 %
 
3-Yr Sharpe Ratio0.35
 
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 JPM ACI Non Investment Grade TR USD  Markit iBoxx Asian USD HighYld Bd TR USD
3-Yr Beta0.950.91
3-Yr Alpha0.720.80
 
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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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