Wells Fargo (Lux) Worldwide Fund – U.S. High Yield Bond Fund I USD Acc

ISIN: LU0353190001

Categoria Morningstar: USD High Yield Bond

Società: Wells Fargo Asset Management

The U.S. High Yield Bond Fund seeks total return, consisting of a high level of current income and capital appreciation.
The U.S. High Yield Bond Fund will invest at least two-thirds of its total assets in corporate debt securities of U.S. issuers, that are below investment-grade (i.e. rated lower than Baa by Moody’s or lower than BBB by Standard & Poor’s) or, if unrated, determined to be of comparable quality by the Sub-Adviser. United States corporate debt securities are securities: (1) issued by companies with their registered office in the United States or exercising a predominant part of their economic activities in the United States; or (2) issued by United States governmental issuers; and up to 20% of its total assets in preferred and convertible securities, convertible bonds and bonds with options.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: -6,17 3 anni: 6,20 5 anni: 6,36 Inizio: 9,17 2021: 2,23 2020: -4,40 2019: 15,07 2018: 2,31 2017: -5,52
Rendimento annuo: Categoria 1 anno: -5,88 3 anni: 5,65 5 anni: 5,16 Inizio: - 2021: 1,77 2020: -3,67 2019: 14,61 2018: 1,92 2017: -6,55
Rendimento annuo: Percentile 1 anno: 58,00 3 anni: 46,00 5 anni: 42,00 Inizio:- 2021: 37,00 2020: 65,00 2019: 51,00 2018: 35,00 2017: 26,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 9,18 3 Sharpe Ratio: 0,36 5 Correlazione: 99,26 Beta: 1,00 Alfa: -1,39 Tracking error: 1,15 Info Ratio: -1,28
Fonte: Morningstar. Dati in euros. Categoria: USD High Yield Bond. Data: 2021-02-16
Fonte: Morningstar. Dati in euros. Categoria: USD High Yield Bond. Data: 2021-02-16