Aegon Strategic Bond Fund GBP S Acc

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh3 star
5-YearHighHigh4 star
10-Year--Not Rated
OverallAbove AverageHigh4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Aegon Strategic Bond Fund GBP S Acc
  • Morningstar Gbl Core Bd GR Hdg GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev11.02 %
3-Yr Mean Return1.67 %
 
3-Yr Sharpe Ratio-0.15
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg GBP  Morningstar UK Mod Caut Tgt Alloc NR GBP
3-Yr Beta1.541.47
3-Yr Alpha5.651.44
 
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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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