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iShares VII PLC - iShares $ Treasury Bd 7-10y ETF USD Acc (USD) CBU0

Morningstar Rating™ (Relative to Category) 31/08/2021
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: USD Government BondClick here to see our Methodology
3-YearAbove AverageAbove AverageStarRatingValueLabel_4
5-YearAbove AverageAbove AverageStarRatingValueLabel_4
10-YearHighAbove AverageStarRatingValueLabel_5
OverallHighAbove AverageStarRatingValueLabel_5
Modern Portfolio Statistics 31/08/2021
 Standard Index
Bloomberg US Government TR USD
Best Fit Index
3-Yr R-Squared95.86-
3-Yr Beta1.26-
3-Yr Alpha0.22-
Return/Risk Analysis 31/08/2021
Risk Measurement1 Year3 Years5 Years
Standard Deviation4.735.675.30
3-Yr Mean Return-2.636.322.83
Sharpe Ratio-0.580.900.32
Sortino Ratio---
Positive Months62031
Negative Months61629
Worst Month-3.26-3.26-4.14
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