Algebris UCITS Funds plc - Algebris Financial Credit Fund C EUR Acc

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-Year--Not Rated
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Algebris UCITS Funds plc - Algebris Financial Credit Fund C EUR Acc
  • Markit iBoxx EUR Corp Subordinated TR
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev8.79 %
3-Yr Mean Return2.60 %
 
3-Yr Sharpe Ratio-0.11
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Markit iBoxx EUR Corp Subordinated TR  Morningstar Dev Eur Sml TME NR EUR
3-Yr Beta1.170.48
3-Yr Alpha2.462.44
 
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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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