Artemis Strategic Bond Fund R Quarterly Acc

Morningstar Rating™(Relative to Category)31/03/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis Strategic Bond Fund R Quarterly Acc
  • BBgBarc Global Aggregate TR Hdg GBP
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev4.61 %
3-Yr Mean Return1.32 %
 
3-Yr Sharpe Ratio0.16
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 BBgBarc Global Aggregate TR Hdg GBP  ICE BofA Sterling HY TR GBP
3-Yr Beta0.880.51
3-Yr Alpha-1.490.73
 
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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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