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

ISIN: LU0353190001

Categoria Morningstar: USD High Yield Bond

Empresa: Allspring Global Investments

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.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2023 2022 2021 2020 2019
Rentabilidade anual: Fundo 1 ano: -6,17 3 anos: 6,20 5 anos: 6,36 Início: 9,17 2023: 2,23 2022: -4,40 2021: 15,07 2020: 2,31 2019: -5,52
Rentabilidade anual: Categoria 1 ano: -5,88 3 anos: 5,65 5 anos: 5,16 Início: - 2023: 1,77 2022: -3,67 2021: 14,61 2020: 1,92 2019: -6,55
Rentabilidade anual: Percentil 1 ano: 58,00 3 anos: 46,00 5 anos: 42,00 Início:- 2023: 37,00 2022: 65,00 2021: 51,00 2020: 35,00 2019: 26,00
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 9,18 3 Rácio de Sharpe: 0,36 5 Correlação: 99,26 Beta: 1,00 Alfa: -1,39 Tracking error: 1,15 Rácio de informação: -1,28
Fonte: Morningstar. Dados em euros. Categoria: USD High Yield Bond. Data: 2021-02-16
Fonte: Morningstar. Dados em euros. Categoria: USD High Yield Bond. Data: 2021-02-16