Muzinich Global Tactical Credit Fund Hedged CHF Income Founder Units

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Muzinich Global Tactical Credit Fund Hedged CHF Income Founder Units
  • Morningstar Gbl Core Bd GR Hdg CHF
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev7.62 %
3-Yr Mean Return1.56 %
 
3-Yr Sharpe Ratio-0.24
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg CHF  Morningstar Gbl Corp Bd GR Hdg CHF
3-Yr Beta0.840.64
3-Yr Alpha1.380.28
 
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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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