TCW Funds – MetWest High Yield Bond Fund IU

Qualification

ISIN: LU1377851966

Categoria Morningstar: USD High Yield Bond

Società: TCW

The Sub-Fund seeks high total return provided by current income and capital appreciation. To achieve this objective, the Sub-Fund invests (except when maintaining a temporary defensive position) at least 80% of its net assets in high yield bonds (commonly called “junk bonds”) of U.S. issuers (which means issuers of securities traded on the U.S. domestic market, or issuers residing in the U.S. and/or whose main business and/or principal registered office are located in the U.S.), which are rated below investment grade or are unrated and determined by the Investment Manager to be of similar quality.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 2,68 3 anni: 8,10 5 anni: 6,31 Inizio: 5,91 2021: 2,52 2020: 2,95 2019: 14,66 2018: 4,84 2017: -6,61
Rendimento annuo: Categoria 1 anno: 4,86 3 anni: 4,94 5 anni: 4,72 Inizio: - 2021: 3,04 2020: -3,67 2019: 14,61 2018: 1,92 2017: -6,55
Rendimento annuo: Percentile 1 anno: 74,00 3 anni: 2,00 5 anni: 11,00 Inizio:- 2021: 89,00 2020: 1,00 2019: 57,00 2018: 16,00 2017: 53,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 6,63 3 Sharpe Ratio: 1,09 5 Correlazione: 96,14 Beta: 0,65 Alfa: 3,12 Tracking error: 3,73 Info Ratio: 0,37
Fonte: Morningstar. Dati in euros. Categoria: USD High Yield Bond. Data: 2021-05-06
Fonte: Morningstar. Dati in euros. Categoria: USD High Yield Bond. Data: 2021-05-06