Royal London Bond Funds II ICVC - Royal London Ethical Bond Fund Z Income

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-Year*HighBelow Average5 star
10-Year*HighBelow Average5 star
Overall*HighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Royal London Bond Funds II ICVC - Royal London Ethical Bond Fund Z Income
  • Markit iBoxx GBP NonGilts TR
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev6.98 %
3-Yr Mean Return-0.35 %
 
3-Yr Sharpe Ratio-0.09
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 Markit iBoxx GBP NonGilts TR  Markit iBoxx GBP Corp TR
3-Yr Beta1.000.83
3-Yr Alpha1.190.78
 
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* This share class has performance data calculated prior to the inception date, 2019-04-12. This is based upon a simulated/extended track record, using the track record of Royal London Ethical Bond Z Inc (ISIN: GB00B4TDBC68), 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)