Dimensional Global Short-Term Investment Grade Fixed Income Fund EUR Accumulation

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Morningstar Rating™(Relative to Category)31/01/2025
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighLow5 star
5-YearAbove AverageLow4 star
10-YearBelow AverageLow3 star
OverallAverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Dimensional Global Short-Term Investment Grade Fixed Income Fund EUR Accumulation
  • Morningstar Gbl Corp Bd GR Hdg EUR
%
Volatility Measurements31/01/2025
 
3-Yr Std Dev4.25 %
3-Yr Mean Return0.40 %
 
3-Yr Sharpe Ratio-0.81
 
Modern Portfolio Statistics31/01/202531/01/2025
 Standard IndexBest Fit Index
 Morningstar Gbl Corp Bd GR Hdg EUR  Bloomberg Euro Agg Corp 1-3 Yr TR EUR
3-Yr Beta0.290.98
3-Yr Alpha-0.76-1.50
 
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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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