Artemis Strategic Bond Fund C Monthly Inc

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighHigh5 star
5-Year*HighHigh5 star
10-Year*HighHigh5 star
Overall*HighHigh5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis Strategic Bond Fund C Monthly Inc
  • Morningstar Gbl Core Bd GR Hdg GBP
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev20.02 %
3-Yr Mean Return10.01 %
 
3-Yr Sharpe Ratio0.35
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg GBP  Morningstar Gbl Core Bd GR Hdg GBP
3-Yr Beta1.801.79
3-Yr Alpha17.2316.76
 
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* This share class has performance data calculated prior to the inception date, 2020-03-13. This is based upon a simulated/extended track record, using the track record of Artemis Strategic Bond R Monthly Inc (ISIN: GB00B09DMM59), 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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