Allianz Strategic Bond Fund A Inc

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Morningstar Rating™(Relative to Category)30/04/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAbove Average1 star
10-Year - - -
OverallLowAbove Average1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Allianz Strategic Bond Fund A Inc
  • Morningstar Gbl Core Bd GR Hdg GBP
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev7.98 %
3-Yr Mean Return-11.16 %
 
3-Yr Sharpe Ratio-1.80
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg GBP  Bloomberg Global Aggregate TR Hdg GBP
3-Yr Beta1.051.12
3-Yr Alpha-8.34-8.70
 
 
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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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