Nordea 1 - Stable Return Fund HB USD

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 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 HB USD
  • Morningstar EAA USD Mod Tgt Alloc NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev6.65 %
3-Yr Mean Return3.51 %
 
3-Yr Sharpe Ratio-0.01
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar EAA USD Mod Tgt Alloc NR USD  Morningstar US TIPS TR USD
3-Yr Beta0.490.77
3-Yr Alpha-1.942.34
 
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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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