Artemis Funds (Lux) - Short-dated Global High Yield Bond B GBP H Acc

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Morningstar Rating™(Relative to Category)31/07/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighLow5 star
5-Year*Above AverageBelow Average4 star
10-Year*--Not Rated
Overall*Above AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis Funds (Lux) - Short-dated Global High Yield Bond B GBP H Acc
  • Morningstar Gbl HY Bd GR Hdg GBP
%
Volatility Measurements31/07/2024
 
3-Yr Std Dev4.47 %
3-Yr Mean Return4.43 %
 
3-Yr Sharpe Ratio0.32
 
Modern Portfolio Statistics31/07/202431/07/2024
 Standard IndexBest Fit Index
 Morningstar Gbl HY Bd GR Hdg GBP  ICE BofA Sterling HY TR USD
3-Yr Beta0.450.53
3-Yr Alpha1.811.24
 
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* This share class has performance data calculated prior to the inception date, 2020-11-16. This is based upon a simulated/extended track record, using the track record of ArtemisFds(Lux) SD Glb HY Bd I GBP Acc H (ISIN: LU1988889587), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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