Barings Active Short Duration Tranche I USD Accumulating Shares

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Barings Active Short Duration Tranche I USD Accumulating Shares
  • Bloomberg US Corp 1-3 Yr TR USD
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev7.30 %
3-Yr Mean Return3.86 %
 
3-Yr Sharpe Ratio0.19
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Bloomberg US Corp 1-3 Yr TR USD  Morningstar EM Corp Bd GR USD
3-Yr Beta0.990.30
3-Yr Alpha-0.28-0.71
 
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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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