Nordea 1 - Stable Return Fund HBI GBP

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageLow3 star
10-Year--Not Rated
OverallAverageBelow Average3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Nordea 1 - Stable Return Fund HBI GBP
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev7.08 %
3-Yr Mean Return2.43 %
 
3-Yr Sharpe Ratio-0.16
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Morningstar Gbl Core Bd GR Hdg GBP
3-Yr Beta0.640.88
3-Yr Alpha-1.023.52
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures