Aegon High Yield Bond Fund GBP B Acc

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearHighHigh4 star
10-YearHighHigh5 star
OverallHighHigh5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Aegon High Yield Bond Fund GBP B Acc
  • Morningstar Gbl HY Bd GR Hdg GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev7.48 %
3-Yr Mean Return5.31 %
 
3-Yr Sharpe Ratio0.23
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Gbl HY Bd GR Hdg GBP  Morningstar UK HY Bd GR GBP
3-Yr Beta0.830.94
3-Yr Alpha1.710.35
 
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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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