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|
| Morningstar Ratings |
|
Morningstar Return |
Morningstar Risk |
Morningstar Rating |
Number of Funds |
|
| 3-Year | Below Avg | High |  |
557 |
| 5-Year | Average | Above Avg |  |
527 |
| 10-Year | Average | Average | |
368 |
| Overall | Average | Above Avg | |
557 |
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| Morningstar Category: Intermediate Core-Plus Bond | Number of Funds in Category: 557 | ||||
| Data through 2024-03-31 | ||||
| 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 | 8.15 |
| Mean | -2.95 |
| Sharpe Ratio | -0.70 |
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| Trailing 3-Yr as of 2024-03-31 |
| Modern Portfolio Theory Statistics |
| Best Fit Index Bloomberg US Agg Bond TR USD |
|
| R-Squared | 99 |
| Beta | 1.12 |
| Alpha | 0.20 |
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| Trailing 3-Yr as of 2024-03-31 |
| Principal Risks | |
| Credit and Counterparty, Extension, Inflation/Deflation, Prepayment (Call), Currency, Emerging Markets, Foreign Securities, Loss of Money, Not FDIC Insured, High Portfolio Turnover, Issuer, Interest Rate, Market/Market Volatility, Distressed Investments, Futures, High-Yield Securities, Mortgage-Backed and Asset-Backed Securities, Other, Restricted/Illiquid Securities, U.S. Government Obligations, Derivatives, Leverage, Pricing, Fixed-Income Securities, Management, Swaps, Unrated Securities |
| Show Risk Definitions |
| 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. |