AXA World Funds - Euro Credit Short Duration A Capitalisation EUR

Morningstar Rating™(Relative to Category)31/10/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAverage2 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • AXA World Funds - Euro Credit Short Duration A Capitalisation EUR
  • BBgBarc Euro Agg Corp 1-3 Yr TR EUR
%
Volatility Measurements31/10/2020
 
3-Yr Std Dev4.98 %
3-Yr Mean Return0.60 %
 
3-Yr Sharpe Ratio0.01
 
Modern Portfolio Statistics31/10/202031/10/2020
 Standard IndexBest Fit Index
 BBgBarc Euro Agg Corp 1-3 Yr TR EUR  BBgBarc Euro Agg Corp 1-3 Yr TR EUR
3-Yr Beta1.181.18
3-Yr Alpha-0.97-0.97
 
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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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