|
|
| Morningstar Ratings |
|
Morningstar Return |
Morningstar Risk |
Morningstar Rating |
Number of Funds |
|
| 3-Year | Average | Average |  |
529 |
| 5-Year | Above Avg | High |  |
489 |
| 10-Year | Above Avg | Above Avg | |
353 |
| Overall | Above Avg | Above Avg | |
529 |
 |
||||
| Morningstar Category: Intermediate Core-Plus Bond | Number of Funds in Category: 529 | ||||
| Data through 2024-10-31 | ||||
| Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods. |
| Volatility Measurements |
| Standard Deviation | 7.98 |
| Mean | -1.72 |
| Sharpe Ratio | -0.69 |
|
||||
| Trailing 3-Yr as of 2024-10-31 |
| Modern Portfolio Theory Statistics |
| Best Fit Index Bloomberg US Universal TR USD |
|
| R-Squared | 97 |
| Beta | 1.03 |
| Alpha | 0.26 |
|
||||
| Trailing 3-Yr as of 2024-10-31 |
| Principal Risks | |
| Lending, Credit and Counterparty, Extension, Inflation-Protected Securities, Prepayment (Call), Foreign Securities, Loss of Money, Not FDIC Insured, Interest Rate, Market/Market Volatility, Convertible Securities, High-Yield Securities, Industry and Sector Investing, Inverse Floaters, Mortgage-Backed and Asset-Backed Securities, Municipal Obligations, Leases, and AMT-Subject Bonds, Other, Preferred Stocks, Restricted/Illiquid Securities, Underlying Fund/Fund of Funds, U.S. Government Obligations, Derivatives, Leverage, Pricing, Dollar Rolls, Socially Conscious, Increase in Expenses, Shareholder Activity, Amortized Cost, Credit Default Swaps, Forwards, Management, Structured Products, Zero-Coupon Bond |
| Show Risk Definitions |
| Investment Risks |
| There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund. |
| Show Data Definitions |
 © Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
|
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold. |