CT Dollar Bond Fund Retail Gross Accumulation

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • CT Dollar Bond Fund Retail Gross Accumulation
  • Morningstar US Core Bd TR USD
Volatility Measurements31/03/2024
3-Yr Std Dev6.34 %
3-Yr Mean Return0.44 %
3-Yr Sharpe Ratio-0.30
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar US Core Bd TR USD  Morningstar US Core Bd TR USD
3-Yr Beta0.930.93
3-Yr Alpha-0.48-0.48
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures