AXA Sterling Index Linked Bond Z Gross (FUND:B02Y6B2) - Fund price


Fund Report

AXA Sterling Index Linked Bond Fund Z Gross Accumulation

Morningstar Rating™ (Relative to Category) 31/08/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Inflation-Linked BondClick here to see our Methodology
3-YearAbove AverageAbove Average4 Stars
5-YearAbove AverageAbove Average4 Stars
10-YearAbove AverageAbove Average4 Stars
OverallAbove AverageAbove Average4 Stars
Modern Portfolio Statistics 31/08/2019
 Standard Index
Bloomberg Barclays Global Inflation Linked UK TR GBP
Best Fit Index
BBgBarc Gbl Infl Linked UK TR GBP
3-Yr R-Squared79.9979.99
3-Yr Beta1.061.06
3-Yr Alpha0.400.40
Return/Risk Analysis 31/08/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation14.2211.1012.47
3-Yr Mean Return23.116.1811.42
Sharpe Ratio1.420.500.83
Sortino Ratio---
Positive Months72035
Negative Months51625
Worst Month-3.95-4.57-4.57
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