iShares Euro Aggregate Bond Index Fund (LU) N7 EUR

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAverage2 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • iShares Euro Aggregate Bond Index Fund (LU) N7 EUR
  • Morningstar EZN Core Bd GR EUR
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev5.97 %
3-Yr Mean Return-3.29 %
 
3-Yr Sharpe Ratio-1.16
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar EZN Core Bd GR EUR  Morningstar EZN Core Bd GR EUR
3-Yr Beta0.960.96
3-Yr Alpha-0.13-0.13
 
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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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