Evli Short Corporate Bond B

Qualification
Ragione del Rating:
  • -Preferito dagli analisti dei fondi di investimento

ISIN: FI0008800511

Categoria Morningstar: EUR Corporate Bond - Short Term

Società: Evli

Evli Short Corporate Bond Fund is a short-maturity corporate bond fund that invests its assets primarily in euro-denominated bonds with a short remaining duration issued by European companies and banks, and in other interest-bearing investments. The investments will be made in bonds with both higher (investment grade) and lower (high yield) credit ratings. The investments’ average credit rating will be at least B- or a classification with a corresponding risk level, which means that the fund’s investments are subject to a substantial credit risk. The credit risk arising from individual issuers is reduced by diversifying the investments among dozens of different issuers. The average duration of the fund’s fixed income investments may be no more than 2.5 years, and for individual investments, no more than 5 years, which contributes to reducing the credit risk.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 6,30 3 anni: 0,53 5 anni: 0,92 Inizio: - 2024: 0,93 2023: 7,44 2022: -6,31 2021: 0,88 2020: 0,51
Rendimento annuo: Categoria 1 anno: 5,37 3 anni: 0,43 5 anni: 0,62 Inizio: - 2024: 1,08 2023: 4,94 2022: -1,14 2021: -0,07 2020: 0,33
Rendimento annuo: Percentile 1 anno: 14,00 3 anni: 34,00 5 anni: 20,00 Inizio:- 2024: 38,00 2023: 6,00 2022: 78,00 2021: 6,00 2020: 41,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 3,53 3 Sharpe Ratio: -0,17 5 Correlazione: 89,89 Beta: 1,31 Alfa: 0,67 Tracking error: 1,62 Info Ratio: 0,21
Fonte: Morningstar. Dati in euros. Categoria: EUR Corporate Bond - Short Term. Data: 2024-04-12
Fonte: Morningstar. Dati in euros. Categoria: EUR Corporate Bond - Short Term. Data: 2024-04-12