Evli European High Yield Fund is a long-term corporate bond fund that invests mainly in euro-denominated bonds issued by European companies and banks. The investments will be focused on lower-credit-rated (high yield) bonds. The investments' credit rating will be on average BB+ or lower. Moreover, a maximum of 20% of the fund's assets may be invested in investments with no official credit rating.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 10,21 | 3 anni: 0,85 | 5 anni: 1,18 | Inizio: 5,02 | 2024: 1,49 | 2023: 12,06 | 2022: -10,57 | 2021: 3,18 | 2020: -1,12 |
| Rendimento annuo: Categoria | 1 anno: 9,78 | 3 anni: 0,40 | 5 anni: 1,75 | Inizio: - | 2024: 1,39 | 2023: 10,30 | 2022: -10,30 | 2021: 2,68 | 2020: 1,15 |
| Rendimento annuo: Percentile | 1 anno: 34,00 | 3 anni: 34,00 | 5 anni: 66,00 | Inizio:- | 2024: 40,00 | 2023: 22,00 | 2022: 49,00 | 2021: 30,00 | 2020: 90,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 7,47 | 3 Sharpe Ratio: 0,02 | 5 Correlazione: 99,51 | Beta: 0,98 | Alfa: -0,07 | Tracking error: 0,74 | Info Ratio: -0,08 |
Fonte: Morningstar.
Dati in euros.
Categoria: EUR High Yield Bond. Data: 2024-04-12
Fonte: Morningstar.
Dati in euros.
Categoria: EUR High Yield Bond. Data: 2024-04-12