Nordea 1 - Stable Return Fund BI EUR

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average3 star
5-YearBelow AverageLow3 star
10-YearAverageLow3 star
OverallAverageLow3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Nordea 1 - Stable Return Fund BI EUR
  • Morningstar EU Mod Gbl Tgt Alloc NR EUR
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev6.18 %
3-Yr Mean Return0.16 %
 
3-Yr Sharpe Ratio-0.55
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar EU Mod Gbl Tgt Alloc NR EUR  Morningstar Gbl Corp Bd GR Hdg GBP
3-Yr Beta0.570.52
3-Yr Alpha-2.040.20
 
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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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