Allianz Global Investors Fund - Allianz Euro Credit SRI WT4 (EUR)

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh1 star
5-Year--Not Rated
10-Year--Not Rated
OverallBelow AverageHigh1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Allianz Global Investors Fund - Allianz Euro Credit SRI WT4 (EUR)
  • Morningstar EZN Corp Bd GR EUR
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev7.80 %
3-Yr Mean Return-2.90 %
 
3-Yr Sharpe Ratio-0.82
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar EZN Corp Bd GR EUR  Markit iBoxx EUR Corp Subordinated TR
3-Yr Beta1.181.14
3-Yr Alpha0.32-1.89
 
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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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