Rathbone Ethical Bond Retail Accumulation

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-YearHighBelow Average5 star
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Rathbone Ethical Bond Retail Accumulation
  • Markit iBoxx GBP NonGilts TR
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev7.55 %
3-Yr Mean Return-0.73 %
 
3-Yr Sharpe Ratio-0.13
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 Markit iBoxx GBP NonGilts TR  Markit iBoxx GBP Corp TR
3-Yr Beta1.040.88
3-Yr Alpha0.870.48
 
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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)