Unlike stock funds, past absolute performance for bond funds will likely give little or no indication of their future returns because the interest rate environment is forever changing. Instead of looking athistorical returns, you are better off analyzing a bond fund'syield to maturity(YTM), which...
Performance Chart View full chart Returns Calendar Year Annualised Cumulative Discrete Annual This chart shows the fund’s performance as the percentage loss or gain per year over the last 10 years against its benchmark. It can help you to assess how the fund has been managed in the past an...
We also document significant differences in performance as corporate funds outperform government funds on a risk adjusted basis. The performance results are robust to alternative evaluation metrics. An examination of cash flows to the funds indicates that bond fund investors are aware of the performance...
Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Business Involvement metrics are not indicative of a fund’s investment objective, and, unless otherwise stated in fund documentation and included...
Seeks to provide investment results that correspond to the total return performance of fixed-income securities in the aggregate, as represented by the ICE BofAML U.S. Municipal Securities Index. iShares Municipal Bond Index Fund Data Download Overview Performance Key Facts Characteristics Fees Managers ...
In this research, some measures (expense ratio, monthly average return), that were not considered as risk-adjusted performance metrics, were added with the purpose to extend the list of criteria. Hence, a narrowed or broadened selection of criteria may have an impact on the final findings. 5...
This fund does not seek to follow a sustainable, impact or ESG investment strategy.The metrics do not change the fund’s investment objective or constrain the fund’s investable universe, and there is no indication that a sustainable, impact or ESG investment strategy will be adopted by the ...
The metrics do not change the fund’s investment objective or constrain the fund’s investable universe, and there is no indication that a sustainable, impact or ESG investment strategy will be adopted by the fund. For more information regarding the fund's investment strategy, please see the ...
4373 Accesses 39 Citations 1 Altmetric Metrics details Abstract The quantum mechanical description of the chemical bond is generally given in terms of delocalized bonding orbitals, or, alternatively, in terms of correlations of occupations of localised orbitals. However, in the latter case, multi...
Sustainability Characteristics should not be considered solely or in isolation, but instead are one type of information that investors may wish to consider when assessing a fund. The metrics are not indicative of how or whether ESG factors will be integrated into a fund. Unless otherwise stated ...