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| Morningstar Ratings |
|
Morningstar Return |
Morningstar Risk |
Morningstar Rating |
Number of Funds |
|
| 3-Year | High | Average |  |
529 |
| 5-Year | High | High |  |
489 |
| 10-Year | Above Avg | High | |
353 |
| Overall | High | High | |
529 |
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| 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 | 8.04 |
| Mean | -0.49 |
| Sharpe Ratio | -0.52 |
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| Trailing 3-Yr as of 2024-10-31 |
| Modern Portfolio Theory Statistics |
| Best Fit Index Bloomberg US Universal TR USD |
|
| R-Squared | 93 |
| Beta | 1.02 |
| Alpha | 1.42 |
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| Trailing 3-Yr as of 2024-10-31 |
| Principal Risks | |
| Lending, Credit and Counterparty, Extension, Inflation-Protected Securities, Prepayment (Call), Currency, Foreign Securities, Loss of Money, Not FDIC Insured, Interest Rate, Market/Market Volatility, Bank Loans, Convertible Securities, Equity 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, Socially Conscious, Increase in Expenses, Shareholder Activity, Amortized Cost, Credit Default Swaps, Forwards, Management, 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 |
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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. |